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 Stop Loss Order (TSLO) was struck when the market dipped a […]

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 model is working as projected by the theory some years ago. No new sectors […]

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 sectors moved below the 30% bullish line […]

Carson is one of three portfolios using the Sector BPI investing model and it is one of the better performing accounts.  Since the last update the Materials sector dropped down into the low 30% bullish zone so I jumped the gun and added 35 shares of VAW to the Carson.

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. This morning I invested the […]

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 oversold zone.  This is a time for patience as we are […]

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 pertinent information along. Carson Security Holdings Health was sold out […]