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 […]
Carson Sector BPI Plus Portfolio Review: 1 May 2023
Other than this being the first day of the month, this review or update of the Carson is an interesting one as Discretionary (VCR) was sufficiently close to a sale that I purged the Carson of this ETF. Telecom is still oversold so I added more shares of VOX and have limit orders to purchase […]
Carson Sector BPI Plus Portfolio Update: 20 April 2023
Carson is the oldest Sector BPI portfolio and thus far the most profitable. As with the three other Sector BPI portfolios, I’ve added additional securities to patch the logic gap found in the original sector hypothesis. Those additions are: 1) Dual Momentum options and 2) Income CEF options. Follow along with the analysis of the […]
Carson Update – Preempting Potential Weakness: 14 April 2023
Rather than wait and be trapped in limbo, this adjustment to the Carson is similar to the changes I’m making with the Bohr and Bethe portfolios. Instead of relying strictly on the Sector BPI model, I’m adding options should sector ETFs rise into the overbought zone, be sold due to a declining price triggering the […]
Carson Portfolio Review: 21 March 2023
Welcome to the first full day of Spring. To open up this season of the year I’ll update the Carson. For additional information on the Sector BPI investing model check out this Seeking Alpha article. I’ve been paying considerable attention to the four Sector BPI portfolios, particularly since we currently have five over-sold sectors. Discretionary […]
Carson Portfolio Review: 13 March 2023
With five of eleven sectors in the over-sold zone, the Carson needs special attention. This also applies to the Franklin, Millikan, and Gauss portfolios. I’ll be working to rebalance each this week.
Carson Portfolio Update: 6 March 2023
Carson is one of the first portfolios I converted to the Sector BPI model. Thus far it is working quite well, but it is still much too early to draw any viable conclusions. As with the Millikan, we are checking in on Utilities (VPU) to make sure the Carson is holding a full (15%) in […]
Carson Portfolio Review: 20 February 2023
Earlier this morning I posted BPI data and that information will impact the four Sector BPI portfolios, the Carson being one. This review will lay out the process I go through when working with a Sector BPI portfolio. From the BPI data we found two sectors are recommended for purchase and they are, Energy and […]
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