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You are here: Home / Archives for ITA Portfolios / Carson Portfolio

Carson Sector BPI Portfolio Update: 23 April 2026

April 23, 2026 By Lowell Herr 1 Comment

Carson is one of three portfolios using the Sector BPI investing model.  When I updated the March performance I noticed the monthly loss for the Carson was 1/10 the loss of several asset allocation portfolios.  Just another reminder as to how well the Sector BPI investing model is working. Over the past several months there […]

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

Carson Sector BPI Portfolio Review: 22 May 2026

May 22, 2026 By Lowell Herr Leave a Comment

Carson is the oldest Sector BPI portfolio, going back to 11/1/2022.  This morning Materials moved into the oversold zone so I added shares of VAW to the Carson.  The Carson is currently holding shares in seven of the eleven sectors. This morning I asked ChatGPT this question. “Where can I find example portfolios illustrating the […]

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

Carson Sector BPI Portfolio Update: 19 June 2026

June 19, 2026 By Lowell Herr Leave a Comment

That fact that the NYSE is closed today is not an issue as I was able to populate Energy (VDE) yesterday when this sector flashed a Buy signal.  The Carson Sector BPI portfolio is one of the oldest using this investing model and in the following blog post readers will see this management style is […]

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

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