As the oldest Sector BPI portfolio the Carson is the portfolio to watch if you are at all interested in this unique investing model.  Before starting this blog entry I updated the Bullish Percent Indicator data for the different sectors and several are calling for a Sell as the BPI values are overbought.  The sectors […]

Earlier today I posted Internal Rate of Return (IRR) data on the Sector BPI Plus portfolios.  This review of the Carson, one of four Sector BPI portfolios, walks readers through the process of how to manage a sector portfolio. Carson Investment Quiver Below is the current investment quiver and holdings in the Carson.  The sector […]

Opening a busy week of portfolio reviews I figured the Carson would not need much attention as the Bullish Percent Indicator data last Saturday called for a TSLO to be placed on VIS and that would be it.  This morning I found that the owner of the Carson added fresh money to the account and […]

Rather than wait until Monday, this review of the Carson is a followup to the BPI data published earlier this morning.  As mentioned in that BPI post, both Energy and Real Estate moved out of the Buy zone while Utilities dropped into the Buy zone. The following post lays out how I intend to work […]

As mentioned in the most recent blog post, I’m tweaking the Sector BPI Plus investing model ever so slightly.  If you move down to the second screenshot you will see that I added SPY and ESGV as additional U.S. Equity options.  As with the Copernicus I now have VOO, VTI, SPY, and ESGV as U.S. […]

Carson is one of four Sector BPI Plus portfolios and is the oldest among this management style.  Each review we add a bit more historical data to this unique management model.  In the following analysis I attempt to explain clearly how the Sector BPI model works.  If there are any questions or comments, drop them […]