Balconies
McClintock is one of the most recent portfolios to be switched to the Sector BPI investing model. Operatimg with this model less than one year we need additional information as we test the validity of the Sector model.
McClintock Security Holdings
Below are the current holdings within the McClintock. The Staples sector (VDC) continues as a hold as it has for many months. I checked the Bullish Percent Indicator data this morning, there are no changes. No sectors are in the oversold zone so no new purchases are recommended.
When there is no action among the sectors we move to U.S. Equities so the market does not walk away from us on the upside. This is why shares of VTI and VOO are part of the portfolio.
Limit orders are in place to add more shares of VOO. This will use up the nearly $4,000 in cash.
McClintock Performance Data
Since 12/31/2021 the McClintock lags the SPY benchmark by less than one percentage point. Keep in mind the McClintock was not using the Sector BPI model this entire period.
McClintock Risk Ratios
Both the Jensen and Information Ratios improved in July vs. June. Another positive signal for the McClintock is the slope (0.14) of the Jensen.
McClintock Sector Portfolio Report
How has the McClintock performed since switching to the Sector BPI model in October of 2023? As readers can see from the Investment Account Manager data below, the McClintock holds a commanding 10 point lead over the SPY benchmark. This lead is not trivial.
Tweaking Sector BPI Plus Investing Model: Part II
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