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 […]

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 zone will rebound faster than the broad market as […]

We begin a busy week of updates and reviews as at least one portfolio is scheduled each day.  Last Friday the Sector Bullish Percent Indicator (BPI) flashed a buy for Real Estate (VNQ).  Shares will be purchased this morning for those portfolios. Carson is the account up for a review this morning.  Check the analysis […]

Carson is the oldest Sector BPI portfolio tracked here at ITA Wealth Management.  We are beginning to see under what market conditions this management style works best and when it lags.  The basic idea of the Sector BPI model is to purchase the ETF that mirrors the sector when the Bullish Percent Indicator drops to […]