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You are here: Home / Archives for Carson Portfolio

Carson BPI Model Portfolio: 19 December 2022

December 19, 2022 By Lowell Herr

The primary reason for this Carson review is to continue to build a base of information for the BPI Model.  Several links are provided at the bottom of this post for readers who are new to this unique investing approach.

Filed Under: Carson Portfolio Tagged With: Carson Portfolio

Buying Guidelines For BPI Model Portfolios: 9 December 2022

December 9, 2022 By Lowell Herr

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. Equities market is in a mini-bull phase.  It may turn into a full […]

Filed Under: Carson Portfolio, Franklin Portfolio Tagged With: Carson Portfolio, Franklin Portfolio

Carson Portfolio: Creating A New Investing Model – Sector BPI

November 3, 2022 By Lowell Herr

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 have no back-testing to support this model so be cautious if you […]

Filed Under: Carson Portfolio Tagged With: Carson Portfolio

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Portfolios coming up for review.  Franklin, Einstein, Bohr, and Schrodinger 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.

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