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

Bullish Percent Indicators: 29 March 2024

March 30, 2024 By Lowell Herr 8 Comments

Just as one sunny day does not constitute a summer, nor does one strong market day speak well for an entire week.  Not all indexes and sectors of the market moved up this week as one might have anticipated.  Two of the seven indexes reverted to the

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

Franklin Sector BPI Portfolio Review: 5 April 2024

April 5, 2024 By Lowell Herr Leave a Comment

Franklin is the Sector BPI portfolio up for review today even though no sectors are in the oversold zone and we sold off all overbought sectors.  The current holdings of Staples and Utilities are residing in the neutral zone.  Over $2,200 remains in cash so we need

Filed Under: Franklin Portfolio, ITA Portfolios, Portfolio Management, Sector BPI Tagged With: Franklin Portfolio, Portfolio Construction, Sector BPI

Millikan Sector BPI Portfolio Review: 10 May 2024

May 11, 2024 By Lowell Herr Leave a Comment

The Millikan Sector BPI portfolio is a continuation of support for this particular investing model.  This review includes nearly 1.5 years of data so it is not the youngest or the oldest Sector BPI portfolio.  Historical data is beginning

Filed Under: Millikan Portfolio, Portfolio Management, Portfolio Performance, Risk Management, Sector BPI Tagged With: Millikan Portfolio, Portfolio Management, Portfolio Performance

Gauss Sector BPI Portfolio Review: 27 May 2024

May 27, 2024 By Lowell Herr Leave a Comment

Sending best wishes to all readers on this Decoration Day. Gauss is the Sector BPI portfolio up for review.  This particularly portfolio is set up with an expanded investment quiver that includes developed international equities

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

Franklin Sector BPI Portfolio Review: 5 June 2024

June 5, 2024 By Lowell Herr Leave a Comment

Sector BPI investing continues to be tested through the Franklin portfolio.  Launched in early November of 2022 we now have 1.5 years of data with this portfolio.  Few trades occurred over this period, but we recently sold Technology (VGT) and Utilities (VPU) as both sectors

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

Sector BPI Millikan Portfolio Update: 14 June 2024

June 17, 2024 By Lowell Herr Leave a Comment

If you have been looking for portfolio updates over the past week and saw little action, I took a few days off for a trip to Southern California.  Now back from that trip, expect to see quite a bit of action as I update a number

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

Carson Sector BPI Portfolio Review: 28 June 2024

June 28, 2024 By Lowell Herr Leave a Comment

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 […]

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

Gauss Sector BPI Portfolio Review: 7 August 2024

August 7, 2024 By Lowell Herr Leave a Comment

Gauss is one of five Sector BPI portfolios tracked here on the ITA blog.  Launched in December of 2022 we are closing in on two years of data.  The initial results look promising, but we still need more oversold and overbought cycles to give this model

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

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