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You are here: Home / Archives for McClintock Portfolio

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

McClintock Sector BPI Portfolio Review: 29 April 2025

April 29, 2025 By Lowell Herr Leave a Comment

McClintock is one of three portfolios managed using the Sector BPI model.  The other two are the Carson and Franklin, named after Rachel and Rosalind respectively.  During the recent market declines numerous sectors dropped into the oversold zone.  In other words, many sectors ended up with 30%

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

McClintock Portfolio Review: 22 January 2024

January 23, 2024 By Lowell Herr

Yesterday the Dow Jones Industrial Average (DJIA) closed above 38,000 for the first time in history.  A few readers may recall a book titled:  Dow 36,000: The New Strategy for Profiting From the Coming Rise in the Stock Market written by James K. Glassman and Kevin

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

McClintock Portfolio Review: 23 November 2022

November 23, 2022 By Lowell Herr

Of all the Dual Momentum™ portfolios, the McClintock stands out as the top performer.  The exact reason remains somewhat of a mystery.  I attribute the excellent performance to the luck-of-review-day as the operational model is the same for

Filed Under: McClintock Portfolio, Dual Momentum, Portfolio Management Tagged With: Dual Momentum, McClintock Portfolio, Portfolio Management

Checking Up On McClintock: 5 October 2022

October 5, 2022 By Lowell Herr

Updating the McClintock generated a surprise as I expected the Dual Momentum™ model would follow the recommendation we observed for both the Franklin and Pauling portfolios which was to invest 100% of the portfolio in U.S. Equities.  Not so with the McClintock as the

Filed Under: McClintock Portfolio Tagged With: McClintock Portfolio

McClintock Portfolio Review: 16 August 2022

August 16, 2022 By Lowell Herr

Yesterday I updated the Franklin, a poor performing Dual Momentum™ portfolio.  This morning the McCormick is up for review and the performance is quite different.  Chalk the difference up to the luck-of-review-day rather than the particular investing model. McClintock Dual Momentum Recommendation

Filed Under: McClintock Portfolio Tagged With: McClintock Portfolio

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