This morning it is time to update the McClintock portfolio, one of three Sector Bullish Percent Indicator (BPI) portfolios.  Few changes occurred since the last review.  When sector shares were sold I reinvested the cash in SCHO so as to increase dividends rather than let the cash remain dormant in the low interest bearing money […]

Since McClintock is a Sector BPI portfolio, I updated the BPI spreadsheet and found that Health is overbought.  I placed a 3% TSLO under VHT.  What I’ve been doing is selling all but one (1) share.  Without going into great detail, holding on to a single share makes it easier to keep track of the […]

Yesterday I asked Google, “What is the origin of the Sector Bullish Percent Indicator investing model?”  Here is the reply. “The Bullish Percent Index (BPI) investing model was originally developed by Abe Cohen in 1955. Cohen, the founder of the market analysis service Investors Intelligence (then called ChartCraft), created it as a “market barometer” to […]

McClintock is a relative young Sector BPI portfolio, launched in mid-October of 2023 so it did not experience the correction or market dip in 2022.  In this blog post I show the current holdings, Internal Rate of Return (IRR) performance, risk ratio data, and how well the different sectors performed since 11/01/2023. McClintock Sector ETF […]

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 portfolio.  The Sector BPI investing model began as […]

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 recommended for inclusion in the portfolio.  Keep […]

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.  None of the Sector BPI portfolios went through the 2022 draw-down […]