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

Franklin Sector Portfolio Update: 2 September 2026

September 2, 2026 By Lowell Herr Leave a Comment

Since the last update of the Franklin Sector BPI portfolio shares of VAW, VDE, VGT, VOX, and VDC were sold out of the portfolio.  Yesterday, Utilities (VPU) dropped into the oversold zone so I added shares of VPU to the Carson, Franklin, and McClintock portfolios.  That addition of 20 shares shows up in the current […]

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

Carson Sector BPI Portfolio Review: 8 September 2026

September 8, 2026 By Lowell Herr 7 Comments

Carson is the Sector BPI portfolio up for review today.  The single significant sector move occurred with the Industrial section of the S&P 500.  Industrials came within a whisker of moving into the oversold zone so I used available cash to add 10 shares of VIS to the Carson.  No new sell orders are in […]

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

McClintock Sector BPI Portfolio Update: 24 September 2026

September 24, 2026 By Lowell Herr 1 Comment

  McClintock is the Sector BPI portfolio up for review this morning.  As mentioned in Forum entries, several changes occurred recently and even more since the update last month.  Eliminating sectors holding a single share, the McClintock now is holding five sectors.  They are:  Materials, Discretionary, Staples, Industrials, and Utilities. McClintock Sector BPI Holdings Each […]

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

Franklin Sector BPI Portfolio Update: 28 September 2026

September 28, 2026 By Lowell Herr Leave a Comment

As I posted in the Forum last weekend, Real Estate dropped into the oversold zone with a 30% bullish signal.  This morning I purchased shares of VNQ for all three Sector BPI portfolios, Franklin being one of the three.  The Sector BPI portfolios now hold shares in six of the eleven sectors. Since I have […]

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

Carson Sector BPI Portfolio Update: 5 October 2026

October 5, 2026 By Lowell Herr Leave a Comment

Before delving into an update of the Carson, here is a Seeking Alpha article of interest. Last week I mentioned that Financials dropped into the oversold zone.  Upon the market opening I purchased shares of VFH for the three Sector BPI portfolios.  Carson is one of the three and I purchased 51 shares bringing the […]

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

McClintock Sector Asset Allocation Portfolio Update: 21 October 2026

October 21, 2026 By Lowell Herr Leave a Comment

It is somewhat unusual to find eight (8) of the eleven (11) sectors populating a Sector Bullish Percent Indicator (BPI) portfolio.  Such is the case with the McClintock this morning.  While the overall market is hovering at or near all-time highs, there is weakness within the general market and that is showing up within a […]

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

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