This morning the Carson Sector BPI (named for Rachel Carson) portfolio is due for an update. As the oldest Sector BPI portfolio the Carson is also a top performing portfolio. As one of several portfolio using the Sector BPI investing approach checking up on the bullish status of the eleven market sectors is critical. Early […]
Gauss Sector BPI Portfolio Review: 2 July 2024
Gauss kicks off the first Sector BPI portfolio in July. The latest BPI data is not recommending any changes that influence current sector holdings in the Gauss. With 41% of the portfolio in cash some decisions are required. Follow along as I walk through the analysis.
Millikan Sector BPI Portfolio Review: 3 July 2024
One of the better performing Sector BPI portfolios is the Millikan even though it has only been using the model for 19 months. We are beginning to build a historical data base we can use to move forward with the model. Some of this evidence is provided in the following analysis. The latest check of […]
Bethe Sector BPI Portfolio Review: 5 July 2024
The big decision facing the Bethe is what to do with nearly half the portfolio resting in cash. It looks like this is not a summer to “Sell in May and go play.” Over the last few days shares of VTI and VOO were added to the Bethe. It goes against the grain to purchase […]
Franklin Sector BPI Portfolio: 24 July 2024
Franklin is one of five Sector BPI portfolios monitored here at ITA Wealth Management. The other four are: Carson, Gauss, McClintock, and Millikan. To reduce my workload I moved several Sector BPI portfolios over to the Asset Allocation model. No sectors are currently in the Buy zone. The lone sector holding, VDC, is not overbought […]
McClintock Sector BPI Portfolio Review: 26 July 2024
McClintock is one of the most recent portfolios to be switched to the Sector BPI investing model. Operatimg with this model less than one year we need additional information as we test the validity of the Sector model.
Millikan Sector BPI Portfolio Review: 31 July 2024
We end July 2024 with an update of the Millikan portfolio. This Sector BPI account is performing quite well when compared to the SPY benchmark. Little has changed within the sectors as there are no new buy recommendations and Consumer Staples is not overbought. I did not include the Manual Risk Adjustment worksheet in this […]
Carson Sector BPI Portfolio Review: 1 August 2024
Carson is the Sector BPI portfolio up for review this morning as we enter the “Dog Days” of summer. Carson is the oldest Sector BPI portfolio and the top performer. Only the Copernicus is a better performer when it comes to return on investments.
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