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 […]

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 […]

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 […]

Carson is the Sector BPI portfolio scheduled for review this summer morning.  As with all the Sector BPI portfolios this one is performing quite well. Since the last review VIS and VHT hit the 3% Trailing Stop Loss Order price and were sold.  Shares of VGT were added, but as I recall I was a […]

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 […]

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 […]