ITA Wealth Management

  • Home
  • Blog
    • How To Use ITA Blog
    • Golden Rule of Investing
    • Basic Investing Principles
  • Guest Registration
  • Forum
  • Reset Password
  • About Me
    • Archive
    • Contact
You are here: Home / Archives for Carson Portfolio

Carson Portfolio Review: 26 February 2026

February 26, 2026 By Lowell Herr Leave a Comment

Rachel Carson is the portfolio up for review this morning.  As the oldest Sector BPI portfolio I look to this one to see if the sector hypothesis is working out according to plan.  Thus far the data is quite positive as readers and followers of the Sector BPI

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

Carson Sector BPI Portfolio Review: 26 January 2026

January 26, 2026 By Lowell Herr Leave a Comment

Bullish Percent Indicator data as of last Friday called for no changes for those managing Sector BPI portfolios.  Carson is a Sector BPI portfolio and the oldest one managed here at ITA. Consumer Discretionary (VCR) was sold out of the Carson as the Trailing

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

Carson Sector BPI Portfolio Update: 30 December 2025

December 30, 2025 By Lowell Herr Leave a Comment

Carson is next to the last portfolio to be reviewed in 2025.  Tomorrow I will update the Millikan portfolio.  The Carson was one of the better performing portfolios during the month of November, indicating once more that the Sector BPI investing

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

Carson Sector BPI Portfolio Update: 21 November 2025

November 21, 2025 By Lowell Herr Leave a Comment

Managing Sector BPI portfolios requires patience as it is not unusual to wait months before we see a Buy or Sell signal.  In the last two to three months we have had sector action as a number of sectors dipped into the oversold zone.  In other words, several

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

Carson Sector BPI Portfolio Update: 22 September 2005

September 22, 2025 By Lowell Herr Leave a Comment

We begin Fall with an update of the Carson portfolio, the original Sector BPI portfolio.  When Consumer Staples dropped into the oversold zone I added more shares of VDC not realizing the Carson already held shares representing this sector.  That is why the portfolio has an abundance of this security.

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

Carson Sector BPI Portfolio Review: 2 September 2025

September 2, 2025 By Lowell Herr Leave a Comment

September opens with a review of the Carson Sector BPI portfolio, one of the better performing accounts monitored here at ITA.  As equities rise or are holding at a high level, it has been many weeks since we last observed a sector in the

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

Carson Sector BPI Portfolio Review: 7 August 2025

August 7, 2025 By Lowell Herr Leave a Comment

I could have skipped this review as there has not been any action since the last update.  This blog will inform readers where the Carson portfolio currently stands and how well the Sector BPI model is working. Carson Security Holdings The bulk of the

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

Carson Sector BPI Portfolio Review: 18 July 2025

July 19, 2025 By Lowell Herr 3 Comments

Carson is the oldest Sector BPI portfolio or the one providing the best information as to how well this investing model works.  As yet I have not seen another website using this investing model.  If ITA readers ever spot something similar, pass the link or

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

  • 1
  • 2
  • 3
  • 4
  • Next Page »

Meta Data

  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org

Search

Recent Posts

  • Gauss Portfolio Review: 5 March 2026 March 5, 2026
  • Pauling Portfolio Review: 3 March 2026 March 3, 2026
  • Carson Portfolio Review: 26 February 2026 February 26, 2026
  • Schrodinger Portfolio Update: 24 February 2026 February 24, 2026
  • Franklin Sector BPI Portfolio Update: 20 February 2026 February 20, 2026
  • Bohr Portfolio Review: 18 February 2026 February 18, 2026
  • Copernicus Portfolio Update: 12 February 2026 February 12, 2026

Recent Comments

  • Lowell Herr on Copernicus Portfolio Update: 12 February 2026
  • Lowell Herr on Bullish Percent Indicators: 21 November 2025
  • Lowell Herr on Beta: A Brief Description
  • Lowell Herr on McClintock Sector BPI Portfolio Update: 16 January 2026
  • Lowell Herr on Copernicus Portfolio Update: 15 January 2026
  • Lowell Herr on Millikan Portfolio Review: 13 January 2026
  • BOB_P on Millikan Portfolio Review: 13 January 2026
  • Lowell Herr on Millikan Portfolio Review: 13 January 2026
  • Lowell Herr on Millikan Portfolio Review: 13 January 2026
  • Lowell Herr on Millikan Portfolio Review: 13 January 2026

Popular Posts

  • Schrodinger Portfolio Review: 29 January 2026
  • Gifting a Grandchild
  • Darwin 2026: 2 January 2026
  • McClintock Sector BPI Portfolio Update: 16 January 2026
  • Millikan Portfolio Review: 13 January 2026
  • Beating the Dow With Bonds
  • Copernicus Portfolio Update: 14 December 2025
  • Carson Sector BPI Portfolio Update: 30 December 2025
  • Beta: A Brief Description
  • Schrodinger Portfolio Update: 24 February 2026

General Investment News

Portfolios coming up for review.  Bethe, Copernicus and McClintock are the critical portfolios next up for review.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

Check the Forum for more detailed information.  If you wish to begin a financial discussion, use the Forum.

This blog is free to all who signup as a Guest.

Random Posts

  • Rutherford Portfolio Review (Tranche 1): 17 February 2023
  • Rutherford Portfolio Review (Tranche 4): 28 March 2024
  • Darwin Portfolio Review: 6 April 2023
  • Nine Critical Investment Decisions
  • Rutherford Portfolio Review (Tranche 3): 11 August 2023
  • The Argument for Self-Management
  • Rutherford Portfolio Review (Tranche 1): 9 February 2024
  • McClintock Sector BPI Portfolio Review: 10 September 2025
  • Bullish Percent Indicators: 23 June 2023
  • Hawking Portfolio Review: 2 August, 2024
  • Schrodinger Portfolio Review: 15 March 2023

Log in | Website Design by BOING

 

Loading Comments...
 

You must be logged in to post a comment.