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You are here: Home / Archives for McClintock Portfolio

McClintock Sector BPI Portfolio Review: 11 October 2024

October 11, 2024 By Lowell Herr

McClintock is approaching one-year as a Sector BPI portfolio.  As one of the younger BPI portfolios it has not been through many sector buy and sell cycles. Since the last update shares of VCR and VDC were sold out of the McClintock so cash is available to add to VTI and/or VOO.  No sectors are […]

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McClintock Sector BPI Portfolio Review: 30 September 2024

September 30, 2024 By Lowell Herr

This past weekend only one sector was in the Buy zone and it was Energy.  The recommended percentage for the McClintock is 10.6% and we find the portfolio holds 11.6%.  Not a problem.  There remains over $8,000 in cash and there may be more as both VCR and VDC are holding TSLOs as Discretionary and […]

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McClintock Sector BPI Portfolio Review: 9 September 2024

September 9, 2024 By Lowell Herr

Before diving into the update of the McClintock, readers need to know that Yahoo has shut the door on free downloading of data.  If you are a Kipling spreadsheet user, Tiingo Adj. Price is still working so use that option to download price data until further notice. And now for the update of this small […]

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McClintock Sector BPI Portfolio Review: 6 August 2024

August 6, 2024 By Lowell Herr

If you follow the Comments you were notified that Discretionary, Energy, and Technology dipped into the oversold zone.  As a result, I picked up ETFs of VCR, VDE, and VGT yesterday for the McClintock portfolio.  How well did the McClintock negotiate the recent draw-down?  Are we headed into a recession and what is the FED […]

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McClintock Sector BPI Portfolio Review: 25 June 2024

June 26, 2024 By Lowell Herr

McClintock is the Sector BPI portfolio up for review this morning.  As you will recall, Materials was down to 37.9% bullish or in the area where daily attention is required.  I checked this morning and there has been no change in the percent of bullish Materials stocks.  It continues at 37.9% bullish. Now that we […]

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McClintock Sector BPI Portfolio Review: 23 May 2024

May 24, 2024 By Lowell Herr

One of the younger Sector BPI portfolios is the McClintock.  In operation a tad over seven (7) months or barely sufficient time to make any kind of evaluation as to the viability of this investing model we are looking for trends rather than current values.  For most of this short period we have been in […]

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McClintock Sector BPI Portfolio Review: 3 May 2024

May 3, 2024 By Lowell Herr

McClintock is one of several Sector BPI portfolios managed here at ITA.  I described how I plan to handle these portfolios through the end of this year in the blog I posted yesterday.  Follow along as I move through the analysis steps in this McClintock review.

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McClintock Sector BPI Portfolio Review: 2 April 2024

April 2, 2024 By Lowell Herr

After spending the last few days developing and setting up the Pauling II Asset Allocation portfolio (not finished) it is time to get back to reviewing one of the many Sector BPI portfolios.  McClintock is the portfolio scheduled for review this morning.  Based on Bullish Percent Indicator (BPI) data from last week, no buy or […]

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

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