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 […]

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 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 […]

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 […]

As the original Sector BPI portfolio the Carson is scheduled for review this morning.  As mentioned in an earlier post or comment, I have concerns when a portfolio is in the position of holding few securities while the potential for a bull market run lies ahead.  Should a bull market ensue there are only two […]

Welcome to February.  We are two days away from the mid-point of winter in the northern hemisphere.  What better way to open the month than to review the Carson portfolio.  Depending on your holdings in a Sector BPI portfolio, there may be a few recommendations or changes in the portfolios.  Not so with the Carson […]