In keeping with the conservative position I added another 12 shares of SHV to the Franklin portfolio. Since no sectors are oversold something needs to be done with available cash that comes in from dividends and new cash. Should we see a market draw-down of 10% or more, I plan to sell shares of SHV […]
McClintock Sector BPI Portfolio Review: 10 September 2025
In case you were unaware, all three Sector BPI portfolios are named after women scientists. All three portfolios are performing quite well and if the Vanguard projection (see link at the bottom of this page) comes close reality these three portfolios should perform above average. I’ve been bearish on U.S. Equities for a number of […]
Franklin Sector BPI Portfolio Review: 19 September 2025
Of the 13 portfolios I track here at ITA the three Sector BPI portfolios are the most complicated to manage as they require access to Bullish Percentage Indicator graphs. I use StockCharts for this information. Last Friday the Consumer Staples sector came so close to the 30% bullish signal that I placed orders for VDC […]
Carson Sector BPI Portfolio Update: 22 September 2005
We begin Fall with an update of the Carson portfolio, the original Sector BPI portfolio. When Consumer Staples dropped into the oversold zone I added more shares of VDC not realizing the Carson already held shares representing this sector. That is why the portfolio has an abundance of this security. This morning I invested the […]
McClintock Sector BPI Portfolio Review: 26 September 2025
Little has changed since the recent recommendation to purchase shares in Consumer Staples. VDC is the Exchange Traded Fund (ETF) that covers this sector of the U.S. Equities market. I recently purchased 15 shares of VDC as Consumer Staples dropped below the 30% Bullish Percent Indicator line. If you are a new ITA reader or […]
McClintock Sector BPI Portfolio Review: 9 October 2025
Faced with the high probability U.S. Equities is in for a correction, if not worse, how should an investor manage their portfolio? The decision is much easier for Sector BPI portfolios such as the McClintock, Carson, and Franklin as this investing model is designed to take advantage of market volatility. The decision is not […]
Franklin Sector BPI Portfolio Review: 22 October 2025
Patients paid off as there was action this week in the sectors market. Materials dipped to a 30% bullish level so I added shares of VAW to each of the three Sector BPI portfolios of which Franklin is one. Not showing up in the first screenshot is the addition of another two shares of SHV […]
Carson Sector BPI Portfolio Review: 24 October 2025
Carson is one of three portfolios using the Sector BPI investing model and it is one of the better performing accounts. Since the last update the Materials sector dropped down into the low 30% bullish zone so I jumped the gun and added 35 shares of VAW to the Carson.
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