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 […]

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 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 […]

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 […]

Rachel Carson is the portfolio up for review this morning.  As the oldest Sector BPI portfolio I look to this one to see if the sector hypothesis is working out according to plan.  Thus far the data is quite positive as readers and followers of the Sector BPI model will soon see. No changes are […]

Bullish Percent Indicator data as of last Friday called for no changes for those managing Sector BPI portfolios.  Carson is a Sector BPI portfolio and the oldest one managed here at ITA. Consumer Discretionary (VCR) was sold out of the Carson as the Trailing Stop Loss Order (TSLO) was struck when the market dipped a […]

Carson is next to the last portfolio to be reviewed in 2025.  Tomorrow I will update the Millikan portfolio.  The Carson was one of the better performing portfolios during the month of November, indicating once more that the Sector BPI investing model is working as projected by the theory some years ago. No new sectors […]