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 […]

The oldest Sector BPI portfolio is up for review this morning.  Carson is the best test of this unique investing model and there were changes this week as Technology (VGT) hit the 3% limit and was sold out of the portfolio.  It was only a short time ago that Technology dipped into the oversold zone […]

This morning the Carson Sector BPI (named for Rachel Carson) portfolio is due for an update.  As the oldest Sector BPI portfolio the Carson is also a top performing portfolio.  As one of several portfolio using the Sector BPI investing approach checking up on the bullish status of the eleven market sectors is critical.  Early […]

Carson is the oldest Sector BPI portfolio as well as the top performer employing this particular investing model.  One change that took place since the last review is the recent sale of shares of VPU.  The Utilities ETF triggered the 3% TSLO set a number of weeks ago.  Another “major” sector holding, Technology, moved into […]

Carson is the Sector BPI portfolio up for review this morning.  This is the oldest portfolio using this particular investing model.  There are a few tweaks this month.  One of the main changes is to remove ESGV from the holdings so we can concentrate on VTI and VOO when sectors are out of favor, as […]