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McClintock Sector Asset Allocation Portfolio Update: 21 October 2026

It is somewhat unusual to find eight (8) of the eleven (11) sectors populating a Sector Bullish Percent Indicator (BPI) portfolio.  Such is the case with the McClintock this morning.  While the overall market is hovering at or near all-time highs, there is weakness within the general market and that is showing up within a number of sectors.  This is why 8 of the 11 sectors dropped into the … [Read More...]

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Portfolio Management

McClintock Sector BPI Portfolio Review: 10 February 2026

McClintock is the Sector BPI portfolio up for review this morning.  Last Friday the Information Technology sector dropped into the oversold zone so yesterday I purchased shares of VGT.  Of all the sectors, Technology is the most volatile and therefore holds the highest percentage of the portfolio when recommended for inclusion in the portfolio.  Keep in mind that the recommended percentages are … [Read More...]

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Bullish Percent Indicators:

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August opened with a poor week for U.S. equities.  All the major indexes are down while sectors are a mixed bag.  When working through the following tables, check the right-hand side (X's and O's) for a peek into broad market action and use the … [Read more]

Bethe Portfolio Review: 4 August 2023

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Bethe is the portfolio scheduled for review this 4th day of August.  Over the next few weeks or perhaps months readers will see this portfolio transition from a growth-income portfolio to another Sector BPI Plus investment model.  The primary reason … [Read more]

Kepler Portfolio Update: 2 August 2023

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Kepler is another portfolio where I am setting up the investment quiver so securities will come close to matching the performance of the S&P 500 while providing some downside protection when bear markets occur.  As readers will see in a moment, … [Read more]

McClintock Portfolio Review: 1 August 2023

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McClintock is the portfolio scheduled for review as we open up August.  Think of this data current as of July 31 rather than August 1st.  Over the past year I've consolidated the number of ETF options from nearly 40 down to ten.  From the ten I … [Read more]

Franklin Portfolio Review: 31 July 2023

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The original Dual Momentum™ Franklin portfolio was converted over to the Sector BPI Plus model several months ago.  Since the conversion the return/risk ratio improved.  Whether this is due to the new investing model or the upward trend of the market … [Read more]

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