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 up for review this morning. […]
Carson Portfolio Review: 15 January 2024
Since my recent Seeking Alpha article there has been increased interest in the ITA blog. This review of the Carson is a tad more detailed than usual so new readers gain a better understanding of the Sector BPI investing model. In addition, the U.S. stock market is closed today in celebration of Martin Luther King […]
Carson Sector BPI Portfolio Review: 29 January 2024
Of the numerous Sector BPI portfolio tracked here at ITA, Carson is the oldest. As more historical data becomes available, are there any weaknesses showing up in the model? Perhaps, so follow along with this analysis. As yet I’ve not added VEA and VWO to the investment quiver. Thus far I’ve only added these international […]
Carson Portfolio Review: 7 February 2024
As the oldest Sector BPI portfolio, the Carson is still a relatively young example of this “hypothetical” investing model. As such I use the Carson as a bellwether for the Sector BPI approach to portfolio management. No sectors are in the oversold zone. Energy is closest and I checked this morning to see if it […]
Carson Sector BPI Portfolio Review: 29 February 2024
Carson, the oldest Sector BPI portfolio, is up for review this morning. As you go through this analysis pay attention to the latest Sector BPI version and don’t pass up the last two screenshots. The next to last one lays out the performance of the Carson and the very last screenshot shows the Sector BPI […]
Carson Sector BPI Portfolio: 21 March 2024
“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 to populate VTI and VOO. As you may […]
Carson Sector BPI Portfolio Update: 17 April 2024
Carson is the Sector BPI portfolio up for review this morning. This is the oldest portfolio using this particular investing model. There are a few tweaks this month. One of the main changes is to remove ESGV from the holdings so we can concentrate on VTI and VOO when sectors are out of favor, as […]
Carson Sector BPI Portfolio Review: 30 April 2024
Investors interested in or using the Sector BPI model will find this analysis of the Carson useful. When I get to the second screenshot you will see no purchase recommendations are called for as no sectors are in the oversold zone and VTI and VOO are fully populated. This does not mean we have zero […]
- « Previous Page
- 1
- …
- 4
- 5
- 6
- 7
- 8
- …
- 10
- Next Page »
You must be logged in to post a comment.