As the oldest Sector BPI portfolio, the Carson is still a relatively young example of this “hypothetical” investing model.  As such I use the Carson as a bellwether for the Sector BPI approach to portfolio management. No sectors are in the oversold zone.  Energy is closest and I checked this morning to see if it […]

Of the numerous Sector BPI portfolio tracked here at ITA, Carson is the oldest.  As more historical data becomes available, are there any weaknesses showing up in the model?  Perhaps, so follow along with this analysis. As yet I’ve not added VEA and VWO to the investment quiver.  Thus far I’ve only added these international […]

Carson is the oldest ITA portfolio using the Sector BPI Plus investing model and as such will include more performance details in the following review.  Two sectors remain in the oversold zone and they are:  Materials (VAW) and Staples (VDC).  Both are fully populated as readers will see in the following update.

  Boats on the Willamette River As a follow up to the Bullish Percent Indicator (BPI) data presented earlier this morning, this review of the Carson (named after Rachel) lays out the logic an investor will use to manage a Sector BPI portfolio.  The Carson is the oldest Sector BPI Plus portfolio and therefore provides […]