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

Analyzing Sector Investing Model Sector By Sector: 13 December 2023

December 14, 2023 By Lowell Herr

How well is the Sector BPI investing model performing is a cogent question?  Carson is the oldest portfolio using this investing model and it is less than two years old.  Other portfolios were gradually switched to this model as the data began to support a move

Filed Under: Sector BPI Tagged With: Sector BPI

Bullish Percent Indicators: 29 December 2023

December 30, 2023 By Lowell Herr Leave a Comment

Bullish Percent Indicator (BPI) data is the driving force behind the Sector BPI investing model.  In the following blog post the top table gives us a broad view of how the U.S. Equities market is performing.  Right now the market is very strong, although it is primarily driven by large-cap

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

Carson Sector BPI Portfolio Review: 4 January 2024

January 4, 2024 By Lowell Herr Leave a Comment

Yellowstone National Park January is off to a slow start when it pertains to U.S. Equities.  As a result numerous sector ETFs have been sold out of a number of ITA portfolios.  This leaves considerable cash lying around requiring some action.  This is also true for the Carson, the portfolio

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

Bullish Percent Indicators: 12 January 2024

January 13, 2024 By Lowell Herr Leave a Comment

This week the general trend for U.S. Equities was down, although there were a few exceptions.  Five of the seven indexes are bearish while nine of the eleven sectors come in with the same bearish message.  No sectors are sufficiently bearish to call

Filed Under: Bullish Percent Indicators, Sector BPI, Technical Indicators Tagged With: Bullish Percent Indicators

McClintock Portfolio Review: 22 January 2024

January 23, 2024 By Lowell Herr Leave a Comment

Yesterday the Dow Jones Industrial Average (DJIA) closed above 38,000 for the first time in history.  A few readers may recall a book titled:  Dow 36,000: The New Strategy for Profiting From the Coming Rise in the Stock Market written by James K. Glassman and Kevin

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

Bullish Percent Indicators: 16 February 2024

February 17, 2024 By Lowell Herr 5 Comments

Bullish Percent Indicators are a different way of examining the behavior of the securities market.  Keep in mind that the two tables shown below concentrate on U.S. Equities.  The top table looks at seven broad indexes and there are plenty of overlapping stocks between the

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

Bullish Percent Indicators: 23 February 2024

February 24, 2024 By Lowell Herr Leave a Comment

Despite a strong day or two this week, Bullish Percent Indicators paint a slightly weak outcome for U.S. Equities.  This is the case for both the broad indexes as well as the individual market sectors. The call for a Buy in Utilities a week ago is paying off

Filed Under: Bullish Percent Indicators, Sector BPI, Technical Indicators Tagged With: Bullish Percent Indicators

Carson Sector BPI Portfolio: 21 March 2024

March 21, 2024 By Lowell Herr 1 Comment

“Fund expenses have a direct impact on investment returns.” Carson, the oldest Sector BPI portfolio, is the account up for review today.  With U.S. Equities pushing the upper limits no sectors are positioned in the oversold zone.  In these market conditions investments focus of using available cash

Filed Under: Carson Portfolio, Portfolio Construction, Portfolio Management, Risk Management, Sector BPI Tagged With: Carson Portfolio, Sector BPI

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