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 […]

Readers interested or testing the Sector BPI Model will want to follow the review of the Carson, the oldest of this style of investing here at ITA.  When I go through these portfolios I first check on the most recent Bullish Percent Indicator (BPI) data.  Yesterday there were three over-bought sectors or sectors that showed […]

What changes if any are required of the Carson Sector BPI portfolio based on BPI data from last week?  Follow the analysis below to see if any changes are required by the sector BPI rules.  If you recall, only VDC and VGT are implicated or require investigation.  VDC is over-bought and VGT is over-sold.

The Carson portfolio does not need an update.  However, to continue to build a base for this new investment approach, I’m committed to keeping investors aware of what is going on with the Sector BPI Model portfolio.  No changes are anticipated as the Carson is currently holding the required shares of Energy and Technology.  A […]