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You are here: Home / Archives for Carson Portfolio

Carson Sector BPI Portfolio Review: 2 September 2025

September 2, 2025 By Lowell Herr Leave a Comment

September opens with a review of the Carson Sector BPI portfolio, one of the better performing accounts monitored here at ITA.  As equities rise or are holding at a high level, it has been many weeks since we last observed a sector in the

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

Carson Sector BPI Portfolio Review: 7 August 2025

August 7, 2025 By Lowell Herr Leave a Comment

I could have skipped this review as there has not been any action since the last update.  This blog will inform readers where the Carson portfolio currently stands and how well the Sector BPI model is working. Carson Security Holdings The bulk of the

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

Carson Sector BPI Portfolio Review: 18 July 2025

July 19, 2025 By Lowell Herr 3 Comments

Carson is the oldest Sector BPI portfolio or the one providing the best information as to how well this investing model works.  As yet I have not seen another website using this investing model.  If ITA readers ever spot something similar, pass the link or

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

Carson Portfolio Update: 10 April 2025

April 9, 2025 By Lowell Herr Leave a Comment

  The following data was scheduled for publication at least one day ago, but I was distracted due to the market plunge.  This portfolio is the oldest of the Sector BPI portfolios, but it has not been through a volatile market such

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

Carson Sector BPI Portfolio Review: 19 March 2025

March 19, 2025 By Lowell Herr Leave a Comment

There was snow on the ground when the Carson was last reviewed.  Now here we are in the Spring of 2025 and it is time to update this Sector BPI portfolio.  In this volatile market we are testing the proposition that sectors that hit the oversold

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

Carson Sector BPI Portfolio Review: 14 February 2025

February 14, 2025 By Lowell Herr 1 Comment

Happy Valentine’s Day Today marks the 17th anniversary of the ITA Wealth Management blog.  Posts do not go back to 2008 as the site was hacked around 2013 by a Swedish hacker causing the loss of over 1000

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

Carson Sector BPI Portfolio Review: 23 October 2024

October 23, 2024 By Lowell Herr Leave a Comment

Carson is the oldest Sector BPI portfolio with a history of two years.  During this period there were a few buy/sell cycles, but insufficient to conclude this investing model merits anything other than “experimental” money.  The idea of buying when

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

Carson Sector BPI Portfolio Review: 29 August 2024

August 28, 2024 By Lowell Herr Leave a Comment

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

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

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