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

McClintock Sector BPI Portfolio Review: 27 December 2023

December 27, 2023 By Lowell Herr

The McClintock Sector BPI portfolio is only a few months into this investing model.  In the last screenshot readers will see the benefits of this model.  At least the latest results are extremely positive. No sectors are currently in the oversold zone so we are looking to the U.S. Equities ETFs for buying opportunities.

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

Bohr Sector BPI Portfolio Review: 28 December 2023

December 28, 2023 By Lowell Herr

As positive results from the Carson portfolio began to emerge, I began switching portfolios that were using either the Relative Strength or Dual Momentum models over to the Sector BPI investing model.  Bohr is one of the portfolios that began the transition in late October and early November of 2023.  With little data to go […]

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

Einstein Sector BPI Portfolio Review: 29 December 2023

December 29, 2023 By Lowell Herr

Einstein is another portfolio that switched from the Relative Strength model over to the Sector BPI investing model.  With only two months of data we need to check on trends rather than absolute performance numbers.  By this time next year we will have a much better idea as to the viability of the Sector BPI […]

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

Bullish Percent Indicators: 29 December 2023

December 30, 2023 By Lowell Herr

Bullish Percent Indicator (BPI) data is the driving force behind the Sector BPI investing model.  In the following blog post the top table gives us a broad view of how the U.S. Equities market is performing.  Right now the market is very strong, although it is primarily driven by large-cap stocks.  It is the second […]

Filed Under: Bullish Percent Indicators, Portfolio Management, Sector BPI, Technical Indicators Tagged With: Bullish Percent Indicators, Portfolio Management

Huygens Sector BPI Portfolio Review: 2 January 2024

January 2, 2024 By Lowell Herr

Huygens is the first portfolio I am reviewing this year.  Therefore, pay little or no attention to the January Risk Ratio data as January data is the same as that for December.  I will update this portfolio sometime later in January in order to update the January Risk Ratio values.

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

Franklin Portfolio Review: 3 January 2024

January 3, 2024 By Lowell Herr

Despite the small size, the Franklin portfolio receives the same attention as the larger portfolios.  The same methods are used to manage this Sector BPI portfolio as with all other sector BPI portfolios.  Readers interested in the Sector BPI model will find this Seeking Alpha article of interest.  Click on this link and take a […]

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

Gauss Sector BPI Portfolio Update: 3 January 2024

January 3, 2024 By Lowell Herr

Jeffrey Pine atop Sentinel Dome in Yosemite National Park – circa 1972 from scanned slide.  This tree died in the late 1970s. While it is early to update the Gauss, I received numerous notices today that shares of several sector ETFs hit their TSLO strike prices.  Shares of VAW and VCR were sold out of […]

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

Carson Sector BPI Portfolio Review: 4 January 2024

January 4, 2024 By Lowell Herr

Yellowstone National Park January is off to a slow start when it pertains to U.S. Equities.  As a result numerous sector ETFs have been sold out of a number of ITA portfolios.  This leaves considerable cash lying around requiring some action.  This is also true for the Carson, the portfolio up for review this morning.  […]

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

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