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

Carson Sector BPI Portfolio Review: 26 September 2023

September 26, 2023 By Lowell Herr

Before updating the Carson I checked to see if any new Bullish Percent Indicator (BPI) revelations emerged since the last update.  No changes showed as Discretionary, Staples and Health remain in the oversold zone.  As the oldest Sector BPI Plus portfolio it always interesting to see how well the Carson is performing when compared to […]

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

Carson Sector BPI Portfolio Update: 3 October 2023

October 3, 2023 By Lowell Herr

Carson is the Sector BPI Plus portfolio up for review this morning.  Real Estate is still in the oversold zone and thus far the Carson is not holding any shares of VNQ.  There is insufficient cash to build VNQ up to the recommended 9.7% level so I placed a limit order to purchase as many […]

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

Carson Sector BPI Portfolio Update: 16 October 2023

October 16, 2023 By Lowell Herr

The Carson is the oldest Sector BPI portfolios and one of the better performers tracked here on the ITA blog.  The current condition is going to be one to watch as it will be a good test to see if the Sector BPI model can outperform the S&P 500.  Based on the Bullish Percent Indicator […]

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

Carson Portfolio Review: 25 October 2023

October 24, 2023 By Lowell Herr

This is a quick update of the Carson, the oldest Sector BPI portfolio tracked on the ITA blog.  Cash was available and two new sectors dropped into the oversold zone so it made sense to review the Carson.

Filed Under: Carson Portfolio Tagged With: Carson Portfolio

Carson Sector BPI Portfolio Review: 28 October 2023

October 28, 2023 By Lowell Herr

  Boats on the Willamette River As a follow up to the Bullish Percent Indicator (BPI) data presented earlier this morning, this review of the Carson (named after Rachel) lays out the logic an investor will use to manage a Sector BPI portfolio.  The Carson is the oldest Sector BPI Plus portfolio and therefore provides […]

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

Carson Portfolio Review: 8 November 2023

November 9, 2023 By Lowell Herr

Carson is the oldest ITA portfolio using the Sector BPI Plus investing model and as such will include more performance details in the following review.  Two sectors remain in the oversold zone and they are:  Materials (VAW) and Staples (VDC).  Both are fully populated as readers will see in the following update.

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

Carson Sector BPI Portfolio Review: 27 November 2023

November 27, 2023 By Lowell Herr

As the oldest Sector BPI portfolio the Carson is breaking ground in the sense that more data is available to judge this unique investing model.  Unique in that I’ve not run across this model and the various ways to manipulate sector ETFs to protect capital.  In this review I’ve added two additional screenshots that will […]

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

Carson Sector BPI Portfolio Review: 13 December 2023

December 13, 2023 By Lowell Herr

Wow!  What a good day for U.S. Equities.  How did the Carson portfolio, one of 13 Sector BPI accounts, perform compared to the S&P 500?  When last check the BPI data six sectors were overbought.  They are:  Financial, Health, Industrial, Technology, Utilities and Real Estate.  I don’t think all the BPI data for today is […]

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

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