Since McClintock is a Sector BPI portfolio, I updated the BPI spreadsheet and found that Health is overbought. I placed a 3% TSLO under VHT. What I’ve been doing is selling all but one (1) share. Without going into great detail, holding on to a single share makes it easier to keep track of the sector holdings within the Investment Account Manager software.
McClintock Sector Holdings
Below are the current holdings in the McClintock portfolio. Currently, six of the eleven sectors form the McClintock holdings. If any sector emerges as oversold, I sell shares of SCHO to raise sufficient cash to populate the oversold sector. That condition does not currently exist as there are no new oversold sectors. An oversold sector is when the Bullish Percent Indicator (BPI) for a given sector drops to 30% bullish or below that oversold zone.
McClintock Performance Data
Since 12/31/2021 the McClintock has outperformed the AOR benchmark.
McClintock Risk Ratios
Since it is early June, pay more attention to the May column of data. Over the last year the McClintock has gained significant ground on all four risk ratios. The slope (0.17) is also solid confirmation as to the performance of this portfolio. The Sector BPI model continues to work well in these market conditions.
McClintock Sector BPI Performance since 10/31/2023
Carefully examine the following data table. We have a few more months to go before the McClintock celebrates three years of operation. Note how far ahead the McClintock Sector BPI portfolio is compared to ALL tracked benchmarks. All three sector portfolios show similar results. This is further evidence as to the viability of the Sector BPI Investing Model.
Comments are always welcome.
McClintock Sector BPI Portfolio Review: 5 May 2026
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