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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

Gauss Portfolio Review: 27 June 2025

Gauss is one of the mini-asset allocation portfolios or one where very few ETFs are used to populate the portfolio.  Since the last review all shares of SCHG were sold and the cash was converted to shares of SHV, a short-term treasury.  While U.S. Equities rebounded from the April depression point, the fundamentals that this is an over-bought market have not changed.  Review the Buffet Indicator … [Read More...]

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Bullish Percent Indicators: 22 March 2024

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Point and Figure charts are unique to Technical Analysis. Bullish Percent Indicator (BPI) data for this week informs us this was a good week for U.S. Equities.  Not every indicator moved up, but the vast majority showed an increase in the percentage … [Read more]

Carson Sector BPI Portfolio: 21 March 2024

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"Fund expenses have a direct impact on investment returns." Carson, the oldest Sector BPI portfolio, is the account up for review today.  With U.S. Equities pushing the upper limits no sectors are positioned in the oversold zone.  In these market … [Read more]

Bullish Percent Indicators: 15 March 2024

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U.S. Equities were a tad erratic this week as some indexes and sectors of the market performed very well while others took a hit.  Technology stocks were a good example as the NASDAQ and VGT dropped significantly.  Energy on the other hand jumped up … [Read more]

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