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 […]

Today’s market brings us closer to closing the equity losses from early April.  As one of the Sector BPI portfolios, the Carson experienced only minor losses in April.  Several sectors are currently in the overbought zone and as a result, Trailing Stop Loss Orders (TSLOs) are in place to lock in profits.  It is difficult […]

Five sectors are still positioned in the oversold zone when I checked early this morning.  I’ll identify these sectors later on in the rebalancing section.  The Carson currently holds at least one share in 10 of the 11 sectors.  The hope is that a few of these sectors will move up faster than the broad […]