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You are here: Home / Archives for Carson Portfolio

Carson Portfolio Review: 25 October 2023

October 24, 2023 By Lowell Herr

This is a quick update of the Carson, the oldest Sector BPI portfolio tracked on the ITA blog.  Cash was available and two new sectors dropped into the oversold zone so it made sense to review the Carson.

Filed Under: Carson Portfolio Tagged With: Carson Portfolio

Carson Sector BPI Portfolio Update: 16 October 2023

October 16, 2023 By Lowell Herr

The Carson is the oldest Sector BPI portfolios and one of the better performers tracked here on the ITA blog.  The current condition is going to be one to watch as it will be a good test to see if the Sector BPI model can outperform the S&P 500.  Based on the Bullish Percent Indicator […]

Filed Under: Carson Portfolio, ITA Portfolios, Sector BPI Tagged With: Carson Portfolio, Sector BPI

Carson Sector BPI Portfolio Update: 3 October 2023

October 3, 2023 By Lowell Herr

Carson is the Sector BPI Plus portfolio up for review this morning.  Real Estate is still in the oversold zone and thus far the Carson is not holding any shares of VNQ.  There is insufficient cash to build VNQ up to the recommended 9.7% level so I placed a limit order to purchase as many […]

Filed Under: Carson Portfolio, Sector BPI Tagged With: Carson Portfolio, Sector BPI

Carson Sector BPI Portfolio Review: 26 September 2023

September 26, 2023 By Lowell Herr

Before updating the Carson I checked to see if any new Bullish Percent Indicator (BPI) revelations emerged since the last update.  No changes showed as Discretionary, Staples and Health remain in the oversold zone.  As the oldest Sector BPI Plus portfolio it always interesting to see how well the Carson is performing when compared to […]

Filed Under: Carson Portfolio, Sector BPI Tagged With: Carson Portfolio, Sector BPI

Carson Sector BPI Portfolio Review: 7 September 2023

September 7, 2023 By Lowell Herr

Before beginning this review of the Carson I checked the sector Bullish Percent Indicator (BPI) data since Utilities moved into the oversold zone on Tuesday.  Here we are on Thursday and Utilities is still positioned at 30% bullish or recommending a purchase.  The move to add VPU is explained below.

Filed Under: Carson Portfolio, Sector BPI Tagged With: Carson Portfolio, Sector BPI

Carson Sector BPI Portfolio Review: 29 August 2023

August 29, 2023 By Lowell Herr

Stocks are off to a smart start today and this is where the “Plus” part of the Sector BPI Plus investing model patch is working its will.  If you recall, the original Sector BPI portfolio would have us lounging in cash under these market conditions as there have not been any sector buy signals for […]

Filed Under: Carson Portfolio, Sector BPI Tagged With: Carson Portfolio

Carson Sector BPI Portfolio Review: 22 August 2023

August 22, 2023 By Lowell Herr

Carson is the Sector BPI portfolio up for review this morning.  In addition to updating the Carson, readers interested in knowing how to manage a Sector BPI Plus portfolio will find instructions in this blog post.  Since no sectors are in the Buy or oversold zone and we have Trailing Stop Loss Orders (TSLOs) in […]

Filed Under: Carson Portfolio, Sector BPI Tagged With: Carson Portfolio, Sector BPI

Carson Sector BPI Portfolio Review: 7 August 2023

August 7, 2023 By Lowell Herr

Carson is the Sector BPI portfolio up for review this morning and it is due for an update as cash is available for reinvesting.  The Carson continues to hold three sector ETFs and two of the three are working on TSLOs.  Based on the latest BPI data both Energy (VDE) and Financial (VFH) are overbought.  […]

Filed Under: Carson Portfolio, Sector BPI Tagged With: Carson Portfolio, Sector BPI

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