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
Carson Portfolio Update: 18 November 2022
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
Carson Portfolio: Creating A New Investing Model
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