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You are here: Home / Archives for Carson Portfolio

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

Carson Sector BPI Portfolio Review: 28 June 2024

June 28, 2024 By Lowell Herr Leave a Comment

This morning the Carson Sector BPI (named for Rachel Carson) portfolio is due for an update.  As the oldest Sector BPI portfolio the Carson is also a top performing portfolio.  As one of several portfolio using the Sector BPI investing approach checking up on the bullish status of the eleven market sectors is critical.  Early […]

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

Carson Sector BPI Portfolio: 21 March 2024

March 21, 2024 By Lowell Herr 1 Comment

“Fund expenses have a direct impact on investment returns.” Carson, the oldest Sector BPI portfolio, is the account up for review today.  With U.S. Equities pushing the upper limits no sectors are positioned in the oversold zone.  In these market conditions investments focus of using available cash

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

Carson Sector BPI Portfolio Review: 4 January 2024

January 4, 2024 By Lowell Herr

Yellowstone National Park January is off to a slow start when it pertains to U.S. Equities.  As a result numerous sector ETFs have been sold out of a number of ITA portfolios.  This leaves considerable cash lying around requiring some action.  This is also true for the Carson, the portfolio

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

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