Before updating the Carson I checked to see if any new Bullish Percent Indicator (BPI) revelations emerged since the last update. No changes showed as Discretionary, Staples and Health remain in the oversold zone. As the oldest Sector BPI Plus portfolio it always
Carson Sector BPI Portfolio Review: 1 July 2023
Earlier today I posted Internal Rate of Return (IRR) data on the Sector BPI Plus portfolios. This review of the Carson, one of four Sector BPI portfolios, walks readers through the process of how to manage a sector portfolio. Carson Investment Quiver Below is the current
Carson Sector BPI Plus Portfolio Review: 1 May 2023
Other than this being the first day of the month, this review or update of the Carson is an interesting one as Discretionary (VCR) was sufficiently close to a sale that I purged the Carson of this ETF. Telecom is still oversold
Carson Portfolio Review: 20 February 2023
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
Carson Portfolio Review: 1 February 2023
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
Carson Portfolio Review: 9 January 2023
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
Buying Guidelines For BPI Model Portfolios: 9 December 2022
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.
Carson Portfolio Update: 5 December 2022
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