Carson is one of three portfolios using the Sector BPI investing model. When I updated the March performance I noticed the monthly loss for the Carson was 1/10 the loss of several asset allocation portfolios. Just another reminder as to how well the Sector BPI investing model is working.
Franklin Sector BPI Portfolio Review: 14 April 2026
Franklin is the Sector Bullish Percent Portfolio scheduled for a review this morning. This is one of three portfolio using the Sector BPI investing model. New readers to the ITA blog may find this management style of interest as it is showing to be
McClintock Sector BPI Portfolio Update: 8 April 2026
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
Carson Sector BPI Portfolio Review: 25 March 2026
Carson is the oldest Sector BPI portfolio, now in operation for approximately 3.5 years. We are beginning to build a historical base for this investing model. Four sectors are currently residing in the oversold zone while two others are very close to the Buy zone. Investors following this
McClintock Sector BPI Portfolio Review: 13 March 2026
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
Carson Portfolio Review: 26 February 2026
Rachel Carson is the portfolio up for review this morning. As the oldest Sector BPI portfolio I look to this one to see if the sector hypothesis is working out according to plan. Thus far the data is quite positive as readers and followers of the Sector BPI
McClintock Sector BPI Portfolio Review: 10 February 2026
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
Carson Sector BPI Portfolio Review: 26 January 2026
Bullish Percent Indicator data as of last Friday called for no changes for those managing Sector BPI portfolios. Carson is a Sector BPI portfolio and the oldest one managed here at ITA. Consumer Discretionary (VCR) was sold out of the Carson as the Trailing
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