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You are here: Home / Archives for McClintock Portfolio

McClintock Sector BPI Portfolio Review: 13 March 2026

March 13, 2026 By Lowell Herr 3 Comments

McClintock is a Sector BPI portfolio that has been operating under this management style for nearly 29 months.  In this review we will check the performance over this period and look at how well it had done since 12/31/2021 or the launch date of the youngest ITA

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

McClintock Sector BPI Portfolio Review: 10 February 2026

February 10, 2026 By Lowell Herr Leave a Comment

McClintock is the Sector BPI portfolio up for review this morning.  Last Friday the Information Technology sector dropped into the oversold zone so yesterday I purchased shares of VGT.  Of all the sectors, Technology is the most volatile and therefore holds the highest percentage of the portfolio when

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

McClintock Sector BPI Portfolio Update: 16 January 2026

January 16, 2026 By Lowell Herr 1 Comment

We end an active week of portfolio reviews with an update of the McClintock.  McClintock is one of the youngest Sector BPI portfolios with a 2-year history.  Thus far the Sector BPI investing model is showing itself to be a very workable investing model. 

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

McClintock Sector BPI Portfolio Review: 15 December 2025

December 15, 2025 By Lowell Herr Leave a Comment

McClintock is the Sector BPI portfolio up for review this morning.  The three Sector BPI portfolios are investment models unique to the ITA blog.  For more information on this model, go to the Categories menu found in the right sidebar and look for Sector BPI. While we frequently

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

McClintock Sector BPI Portfolio Review: 11 November 2025

November 11, 2025 By Lowell Herr Leave a Comment

The McClintock is positioned much the same as it was last month.  Materials and Consumer Staples are the sectors of interest.  Several other sectors dipped into the 30% bullish zone and I set some limit orders to purchase one-half the target percentage or one-half the recommended shares when a Buy

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

McClintock Sector BPI Portfolio Review: 9 October 2025

October 9, 2025 By Lowell Herr Leave a Comment

  Faced with the high probability U.S. Equities is in for a correction, if not worse, how should an investor manage their portfolio?  The decision is much easier for Sector BPI portfolios such as the McClintock, Carson, and Franklin as this investing model is designed to take

Filed Under: McClintock Portfolio, Portfolio Management, Sector BPI Tagged With: McClintock Portfolio, Sector BPI

McClintock Sector BPI Portfolio Review: 26 September 2025

September 26, 2025 By Lowell Herr Leave a Comment

Little has changed since the recent recommendation to purchase shares in Consumer Staples.  VDC is the Exchange Traded Fund (ETF) that covers this sector of the U.S. Equities market.  I recently purchased 15 shares of VDC as Consumer Staples dropped below the

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

McClintock Sector BPI Portfolio Review: 10 September 2025

September 10, 2025 By Lowell Herr Leave a Comment

In case you were unaware, all three Sector BPI portfolios are named after women scientists.  All three portfolios are performing quite well and if the Vanguard projection (see link at the bottom of this page) comes close reality these three portfolios

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

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