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McClintock Sector BPI Portfolio Review: 5 May 2026

May 5, 2026 By Lowell Herr Leave a Comment

Yesterday I asked Google, “What is the origin of the Sector Bullish Percent Indicator investing model?”  Here is the reply. “The Bullish Percent Index (BPI) investing model was originally developed by Abe Cohen in 1955. Cohen, the founder of the market analysis service Investors Intelligence (then called

Filed Under: McClintock Portfolio, Sector BPI Tagged With: McClintock Portfolio, Sector BPI

Millikan Asset Allocation Portfolio: 6 May 2026

May 6, 2026 By Lowell Herr Leave a Comment

Millikan is the asset allocation portfolio up for review this morning and it is undergoing a few changes.  The new allocation of assets is designed to further diversify the portfolio, provide additional resistance to a possible recession, and to counter the high probability of financial repression.  Read the

Filed Under: Millikan Portfolio, Asset Allocation, Portfolio Construction, Portfolio Management Tagged With: Asset Allocation, Millikan Portfolio

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