The following data was scheduled for publication at least one day ago, but I was distracted due to the market plunge. This portfolio is the oldest of the Sector BPI portfolios, but it has not been through a volatile market such as we have experienced over the last few days. As I mentioned when […]
Carson Sector BPI Portfolio Review: 19 March 2025
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 […]
Carson Sector BPI Portfolio Review: 14 February 2025
Happy Valentine’s Day Today marks the 17th anniversary of the ITA Wealth Management blog. Posts do not go back to 2008 as the site was hacked around 2013 by a Swedish hacker causing the loss of over 1000 posts. I moved to a more secure server since this unfortunate event. Many out-of-date posts have been […]
Carson Sector BPI Portfolio Review: 13 January 2025
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 Sector BPI Portfolio Review: 6 December 2024
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 […]
Carson Sector BPI Portfolio Review: 7 November 2024
Carson is the Sector BPI portfolio up for review this morning. Carson is the oldest Sector BPI portfolio with two years of data which is still a very short period to come to any significant conclusions as to the viability of any investing model. Thus far the model looks strong, but the Sector BPI model […]
Carson Sector BPI Portfolio Review: 23 October 2024
Carson is the oldest Sector BPI portfolio with a history of two years. During this period there were a few buy/sell cycles, but insufficient to conclude this investing model merits anything other than “experimental” money. The idea of buying when a sector is oversold and selling when the sector is overbought makes a lot of […]
Carson Sector BPI Portfolio Review: 3 October 2024
Carson is one of five Sector BPI portfolios and is the oldest here at ITA. At its basic, Sector BPI investing is a reversion-to-the-mean approach. When a sector reaches 70% or more bullish stocks, we place a TSLO sell order as the sector is classified as overbought. Bullish indicators are based on Point and Figure […]
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