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

Franklin Sector BPI Portfolio Review: 2 October 2023

October 2, 2023 By Lowell Herr

Several Sector BPI Plus portfolios are scheduled for review this week.  Franklin is the first.  I checked the BPI data this morning and it is too early for any Monday data to show up.  I expected to see the market move up based on the U.S. Government

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

Carson Sector BPI Portfolio Review: 28 October 2023

October 28, 2023 By Lowell Herr

  Boats on the Willamette River As a follow up to the Bullish Percent Indicator (BPI) data presented earlier this morning, this review of the Carson (named after Rachel) lays out the logic an investor will use to manage a Sector BPI portfolio.  The Carson is the oldest Sector BPI

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

Bethe Sector BPI Portfolio Review: 6 November 2023

November 6, 2023 By Lowell Herr

After spending the past few weeks repositioning several portfolios, Bethe being one, security transactions should decrease over the next few months.  A strong stock market last week pushed several sectors out of the oversold zone leaving only Staples and Materials as the remaining Buy

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

Improving the Sector BPI Investing Model

November 6, 2023 By Lowell Herr

This Hubble image gives the most detailed view of the entire Crab Nebula ever. The Crab is among the most interesting and well studied objects in astronomy. This image is the largest image ever taken with Hubble’s WFPC2 camera. It was assembled from 24 individual exposures taken with the NASA/ESA

Filed Under: Sector BPI Tagged With: Sector BPI

Tweaking Sector BPI Plus Investing Model: Part II

November 18, 2023 By Lowell Herr

Sufficient additions or modifications have occurred since launching the original Sector BPI investment model that it now makes sense to summarize how one manages these portfolios.  Here is the step by step process I go through when I review or update a Sector BPI

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

Sector BPI Investing: Bohr Portfolio Review – 22 November 2023

November 22, 2023 By Lowell Herr

Bohr is the Sector BPI portfolio scheduled for review this morning.  Before making any decisions or moving forward with this update of the Bohr, I checked the Bullish Percent Indicators (BPI) for the eleven market sectors and found no changes.  Technology is still overbought and that is the

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

Huygens Sector BPI Portfolio Review: 24 November 2023

November 24, 2023 By Lowell Herr

Sector BPI portfolios have entered a quite period as all sectors with exception of Technology reside in the “neutral” zone.  Neutral is defined as Bullish Percent Indicators (BPI) lower then 70% bullish and above 30% bullish.  The Huygens portfolio differs only in that it is carrying a

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

Sector BPI Portfolio Report: 27 November 2023

November 27, 2023 By Lowell Herr

For some reason I keep thinking the Sector BPI model is close to two years old.  In fact, the Carson Sector BPI model was launched a little over a year ago.  A number of ITA portfolios held shares in Real Estate (VNQ) nearly from the very first

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

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