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You are here: Home / Archives for Carson Portfolio

Carson Portfolio Review: 20 February 2023

February 18, 2023 By Lowell Herr Leave a Comment

Earlier this morning I posted BPI data and that information will impact the four Sector BPI portfolios, the Carson being one.  This review will lay out the process I go through when working with a Sector BPI portfolio.  From the BPI data

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

Carson Portfolio Review: 1 February 2023

February 1, 2023 By Lowell Herr 9 Comments

Welcome to February.  We are two days away from the mid-point of winter in the northern hemisphere.  What better way to open the month than to review the Carson portfolio.  Depending on your holdings in a Sector BPI portfolio, there may be a few recommendations

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

Carson Portfolio Review: 9 January 2023

January 8, 2023 By Lowell Herr 6 Comments

With no Bullish Percent Indicators positioned in either the over-bought or over-sold zones, I could have skipped this update of the Carson.  No changes are required at this time.  There is one change in the Sector BPI model that I’ll explain in a

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

Buying Guidelines For BPI Model Portfolios: 9 December 2022

December 9, 2022 By Lowell Herr Leave a Comment

BPI Model buying guidelines.  Two of the sixteen portfolios I track here on the ITA blog are now managed using the Bullish Percent Indicator (BPI) Model.  They are:  Carson and Franklin.  Thus far there have been few buying opportunities as the U.S.

Filed Under: Carson Portfolio, Franklin Portfolio Tagged With: Carson Portfolio, Franklin Portfolio

Carson Portfolio Update: 5 December 2022

December 5, 2022 By Lowell Herr Leave a Comment

New readers need a bit of education regarding the Carson portfolio as it is now operating under a new management model.  For several years I ran a test on three different models available within the Kipling spreadsheet.  These go by BHS, HA, and LRPC.  Over the period of the

Filed Under: Carson Portfolio, Bullish Percent Indicators Tagged With: Carson Portfolio

Carson Portfolio Update: 18 November 2022

November 19, 2022 By Lowell Herr 3 Comments

Carson is a new portfolio and as such I need to establish a baseline of data.  Thus the reason for this blog post as no transactions are recommended.  Normally I would post nothing concerning the Carson as there are no Buy or Sell recommendations.  When I examined

Filed Under: Carson Portfolio, Bullish Percent Indicators Tagged With: Carson Portfolio

Carson Portfolio: Creating A New Investing Model

November 3, 2022 By Lowell Herr 12 Comments

Coming sometime over the next two month is a new investing model.  I’ll classify it as a Bullish Percent Indicator ETF Sector Model.  I’ve hinted at this approach from time to time, but have not laid out the investing strategy in detail.  I

Filed Under: Carson Portfolio Tagged With: Carson Portfolio

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