Given the over-bought signal generated yesterday for Utilities (VPU) I wanted to update at least one of the four Sector BPI portfolios to see how well it is performing based on annualized IRR data and risk factors such as the Jensen Performance Index. Follow along
Millikan Portfolio Review: 20 January 2023
Millikan is one of the newest Sector BPI Model portfolios. As a result, you will see two “holdover” securities, VWO and VEA, still part of the portfolio. I have 3% TSLOs set for both ETFs so it likely will not be too long before both are sold out
Preparing the Millikan For Transition: 26 December 2022
Within the last few weeks I set up the Carson and Franklin to operate as Sector BPI portfolios. Over the next few weeks the Millikan and Gauss will join the original two. The Millikan and Gauss are laggards and not