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

McClintock Sector BPI Portfolio Review: 30 September 2024

September 30, 2024 By Lowell Herr

This past weekend only one sector was in the Buy zone and it was Energy.  The recommended percentage for the McClintock is 10.6% and we find the portfolio holds 11.6%.  Not a problem.  There remains over $8,000 in cash and there may be more as both VCR and VDC are holding TSLOs as Discretionary and […]

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McClintock Sector BPI Portfolio Review: 11 October 2024

October 11, 2024 By Lowell Herr

McClintock is approaching one-year as a Sector BPI portfolio.  As one of the younger BPI portfolios it has not been through many sector buy and sell cycles. Since the last update shares of VCR and VDC were sold out of the McClintock so cash is available to add to VTI and/or VOO.  No sectors are […]

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McClintock Sector BPI Portfolio Review: 30 October 2024

October 30, 2024 By Lowell Herr

Before moving into the review of the McClintock I want to comment on a few of the portfolios tracked here at ITA. While the Schrodinger (computer managed portfolio) is outperforming the S&P 500 as well as the SPY ETF, it is not designed to do this well.  Any portfolio that holds bonds or treasuries as […]

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

McClintock Sector BPI Portfolio Review: 20 November 2024

November 20, 2024 By Lowell Herr

No sectors are in the oversold zone so this McClintock review will be very short with exception to the Buy and Sell limit orders shown in the final screenshot.  Since there is no action within the eleven sectors we focus on U.S. Equities.  The main focus is on adding shares of VOO and VTI to […]

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McClintock Sector BPI Portfolio Review: 17 December 2024

December 17, 2024 By Lowell Herr

We have been waiting for what seemed like months for some action within one of the eleven sectors.  This morning that action arrived as Materials dropped into the oversold zone with a reading of 24.13% bearish.  Oversold is defined when the number of stocks within a sector drops below 30% bullish. As you will see, […]

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McClintock Sector BPI Portfolio Review: 17 January 2025

January 17, 2025 By Lowell Herr

Checking the Bullish Percent Indicator (BPI) data this morning, only Materials is oversold.  This sector, like most of the other 10, moved up since purchasing VAW.  Utilities and Energy moved above the 30% bullish line.  We need to keep a watchful eye on Staples as it is only 32.43% bullish or very close to the […]

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McClintock Sector BPI Portfolio Review: 20 February 2025

February 20, 2025 By Lowell Herr

McClintock is one of three Sector BPI portfolio tracked here on the ITA blog.  Based on the latest Bullish Percent Indicator data there are no new recommendations.  None of the sectors held in the McClintock are overbought and there are no oversold sectors.  Therefore we will continue to hold Materials, Energy, and Real Estate.  After […]

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McClintock Sector BPI Portfolio Review: 10 March 2025

March 10, 2025 By Lowell Herr

  “Don’t look for the needle in the haystack. Just buy the haystack!” — John Bogle McClintock was not schedule for a review this early in the month.  However, the move of Technology into the oversold zone requires attention.  Thus the update of the McClintock this morning. The threat of tariffs is causing uncertainty within […]

Filed Under: McClintock Portfolio, Sector BPI

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