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You are here: Home / Archives for Carson

Carson Portfolio Update: 10 April 2023

April 10, 2023 By Lowell Herr

Carson is the portfolio up for review this morning.  Based on Bullish Percent Indicator data from last week, no Buy or Sell orders are called for other than the Trailing Stop Loss Order (TSLO) recommended for Energy (VDE).  Regular readers have already digested this information.  I set TSLOs for VDE in every Sector BPI portfolio […]

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

New Carson Launched: 4 November 2022

November 4, 2022 By Lowell Herr

Welcome to the new Carson portfolio.  With the advent of the Carson we add another investing model to our arsenal.  With few exceptions, ITA portfolios operate on the premise that momentum is a sound foundation for constructing portfolios.  The Carson is quite different in that it can be classified as a contrary investing model.  With […]

Filed Under: Carson Portfolio, Portfolio Management Tagged With: Carson

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