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You are here: Home / Archives for Carson Portfolio

Carson Sector BPI Portfolio Review: 26 September 2023

September 26, 2023 By Lowell Herr 4 Comments

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

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

Carson Sector BPI Portfolio Review: 1 July 2023

July 1, 2023 By Lowell Herr 1 Comment

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

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

Carson Sector BPI Plus Portfolio Review: 1 May 2023

May 1, 2023 By Lowell Herr 4 Comments

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

Filed Under: Carson Portfolio, Sector BPI Tagged With: 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

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