McClintock Sector BPI Portfolio Update: 8 April 2026

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McClintock is a relative young Sector BPI portfolio, launched in mid-October of 2023 so it did not experience the correction or market dip in 2022.  In this blog post I show the current holdings, Internal Rate of Return (IRR) performance, risk ratio data, and how well the different sectors performed since 11/01/2023.

McClintock Sector ETF Holdings

When I last checked the market sectors six were oversold.  With recent upward trends that number is now likely lower.  I have numerous limit orders in place to add shares of VHT, VIS and VNQ.  Most orders are well below the current prices due to recent surges.  I am in no hurry to use up available cash.

McClintock Performance Data

Since 12/31/2021 the McClintock has outperformed the AOR benchmark.  Since this portfolio was not using the Sector BPI model for the first few years of operation I include the last screen shot which will provide more information as to how well this investing model works.

McClintock Risk Ratios

The McClintock took a 2.0% hit in March so I was surprised to see the strong values for all four risk ratios.  The McClintock is holding a considerable percentage in cash and when the IRR is this positive, a low beta will push the Treynor Ratio much higher.

The higher Jensen Alpha value is due to the portfolio performing better than the benchmark.  Same goes for the Information Ratio.

McClintock Sector Performance Data

The following data shows how well the Sector BPI model is working with the McClintock.  VCR, VFH, VIS, and VNQ have been major contributors to the very high IRR for this portfolio.

Note that the portfolio is besting all benchmarks, including the S&P 500 (SPY).  SPY or VOO are the go to S&P 500 ETFs as those are the ETFs one can actually invest in.

• Securities with an asterisk indicates they were not invested over the entire time period.  The Internal Rate of Return (IRR) takes this into account.  All this data comes from the commercial software, Investment Account Manager.  I highly recommend this program for tracking portfolio performance.  I have been using it since the days of DOS.

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