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You are here: Home / Archives for Portfolio Management / Sector BPI

Carson Portfolio Review: 9 January 2023

January 8, 2023 By Lowell Herr 6 Comments

With no Bullish Percent Indicators positioned in either the over-bought or over-sold zones, I could have skipped this update of the Carson.  No changes are required at this time.  There is one change in the Sector BPI model that I’ll explain in a

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

Millikan Portfolio Update: 10 January 2023

January 10, 2023 By Lowell Herr 3 Comments

Millikan, one of four Sector BPI portfolios, is the model up for review this morning.  This portfolio previously was managed using the BHS/Relative Momentum model and was not performing as expected.  I just checked and it ranked #14 based on IRR data and is now #8.  There are

Filed Under: Millikan Portfolio, Sector BPI Tagged With: Millikan Portfolios, Sector BPI

Millikan Portfolio Review: 20 January 2023

January 20, 2023 By Lowell Herr Leave a Comment

Millikan is one of the newest Sector BPI Model portfolios.  As a result, you will see two “holdover” securities, VWO and VEA, still part of the portfolio.  I have 3% TSLOs set for both ETFs so it likely will not be too long before both are sold out

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

Carson Portfolio Review: 1 February 2023

February 1, 2023 By Lowell Herr 9 Comments

Welcome to February.  We are two days away from the mid-point of winter in the northern hemisphere.  What better way to open the month than to review the Carson portfolio.  Depending on your holdings in a Sector BPI portfolio, there may be a few recommendations

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

Carson Portfolio Review: 20 February 2023

February 18, 2023 By Lowell Herr Leave a Comment

Earlier this morning I posted BPI data and that information will impact the four Sector BPI portfolios, the Carson being one.  This review will lay out the process I go through when working with a Sector BPI portfolio.  From the BPI data

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

Millikan Portfolio Update: 11 April 2023

April 11, 2023 By Lowell Herr Leave a Comment

Given the over-bought signal generated yesterday for Utilities (VPU) I wanted to update at least one of the four Sector BPI portfolios to see how well it is performing based on annualized IRR data and risk factors such as the Jensen Performance Index.  Follow along

Filed Under: Millikan Portfolio, Portfolio Construction, Portfolio Management, Sector BPI Tagged With: Millikan Portfolio, Sector BPI

Franklin Portfolio Update With A Bard Example: 12 April 2023

April 12, 2023 By Lowell Herr 13 Comments

Franklin (named for Rosalind of DNA fame) is the portfolio scheduled for an update this morning.  Moments ago I checked the latest Sector BPI data and Utilities (VPU) remains in the overbought zone.  The recommendation is to place a 3% Trailing Stop Loss

Filed Under: Franklin Portfolio, Portfolio Construction, Portfolio Management, Sector BPI Tagged With: Franklin Portfolio, Sector BPI

Gauss Portfolio Update: 15 April 2023

April 15, 2023 By Lowell Herr Leave a Comment

This particular blog post is another example of how to address a potential weakness in the Sector BPI investing model.  The Gauss portfolio is one of four Sector BPI portfolios so it is an appropriate candidate for this change. Gauss Investment

Filed Under: Gauss Portfolio, Portfolio Construction, Portfolio Management, Sector BPI Tagged With: Gauss Portfolio, Sector BPI

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