Carson is the oldest Sector BPI portfolio as well as the top performer employing this particular investing model.  One change that took place since the last review is the recent sale of shares of VPU.  The Utilities ETF triggered the 3% TSLO set a number of weeks ago.  Another “major” sector holding, Technology, moved into […]

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 […]

The oldest Sector BPI portfolio is up for review this morning.  Carson is the best test of this unique investing model and there were changes this week as Technology (VGT) hit the 3% limit and was sold out of the portfolio.  It was only a short time ago that Technology dipped into the oversold zone […]

Carson is one of five Sector BPI portfolios and is the oldest here at ITA.  At its basic, Sector BPI investing is a reversion-to-the-mean approach.  When a sector reaches 70% or more bullish stocks, we place a TSLO sell order as the sector is classified as overbought.  Bullish indicators are based on Point and Figure […]

Carson is the Sector BPI portfolio up for review this morning.  Carson is the oldest Sector BPI portfolio with two years of data which is still a very short period to come to any significant conclusions as to the viability of any investing model.  Thus far the model looks strong, but the Sector BPI model […]

Carson is the oldest Sector BPI portfolio tracked here at ITA Wealth Management.  We are beginning to see under what market conditions this management style works best and when it lags.  The basic idea of the Sector BPI model is to purchase the ETF that mirrors the sector when the Bullish Percent Indicator drops to […]