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

Millikan Sector BPI Portfolio Review: 16 April 2024

April 16, 2024 By Lowell Herr

Millikan is one of the better performing Sector BPI portfolios.  Here is a bit more information as to how I am managing Sector BPI portfolios as we enter a very uncertain election season. The Sector BPI strategy remains in place as follows.  If the model is viable it will work in all types of markets. […]

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

Carson Sector BPI Portfolio Update: 17 April 2024

April 17, 2024 By Lowell Herr

Carson is the Sector BPI portfolio up for review this morning.  This is the oldest portfolio using this particular investing model.  There are a few tweaks this month.  One of the main changes is to remove ESGV from the holdings so we can concentrate on VTI and VOO when sectors are out of favor, as […]

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

Kepler Sector BPI Review: 19 April 2021

April 19, 2024 By Lowell Herr

Yesterday I posted a Forum notice that Technology dipped into the oversold zone.  VGT is now a Buy.  This morning I picked up a few shares of VGT for the Kepler and a limit order is in place to bring the Technology sector up to the recommended 10.4% of the portfolio. The fifth screenshot below […]

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

Gauss Sector BPI Portfolio Review: 24 April 2024.

April 24, 2024 By Lowell Herr

Earlier this morning I posted a blog using Asset Allocation principles with the Pauling.  Gauss uses an entirely different investing model.  This investing model is unique to ITA Wealth Management and it is called the Sector BPI™ model.  At least I’ve not found anyone else using this approach to investing. The idea is to purchase […]

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

Two-Year Summary of Sector BPI Portfolio Performance: 26 April 2024

April 27, 2024 By Lowell Herr

Nearly two years ago I launched the first (Carson) of several Sector BPI portfolios.  Eleven ITA portfolios are currently using this investing model.  Not all are publicly reported here on the ITA blog.  How are these eleven portfolios performing using this particular investing model?  The following data table shows how the different sectors performed over […]

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

Franklin Sector BPI Portfolio Review: 29 April 2024

April 29, 2024 By Lowell Herr

Franklin (named for Rosalind – British chemist) is a small Sector BPI portfolio or one of eleven ITA portfolio using this particular investing model.  Not all eleven are reported on this blog as some owners prefer the data not be public. Several of the screenshots come out of the Kipling spreadsheet.  The first, second, and […]

Filed Under: Franklin Portfolio, Critical Material, ITA Portfolios, Portfolio Management, Sector BPI Tagged With: Franklin Portfolio, Sector BPI

Carson Sector BPI Portfolio Review: 30 April 2024

April 30, 2024 By Lowell Herr

Investors interested in or using the Sector BPI model will find this analysis of the Carson useful.  When I get to the second screenshot you will see no purchase recommendations are called for as no sectors are in the oversold zone and VTI and VOO are fully populated.  This does not mean we have zero […]

Filed Under: Carson Portfolio, ITA Portfolios, Portfolio Management, Sector BPI Tagged With: Carson Portfolio, Sector BPI

McClintock Sector BPI Portfolio Review: 3 May 2024

May 3, 2024 By Lowell Herr

McClintock is one of several Sector BPI portfolios managed here at ITA.  I described how I plan to handle these portfolios through the end of this year in the blog I posted yesterday.  Follow along as I move through the analysis steps in this McClintock review.

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

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