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You are here: Home / Archives for Sector BPI

Franklin Sector BPI Portfolio Review: 12 May 2026

May 12, 2026 By Lowell Herr 2 Comments

Franklin is one of three Sector BPI portfolios tracked here at ITA Wealth Management.  This investing model is not likely to be available elsewhere on the Internet so pay close attention.  Of the portfolios that are likely to withstand a recession as well as the coming Financial Repression,

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

McClintock Sector BPI Portfolio Review: 5 May 2026

May 5, 2026 By Lowell Herr 2 Comments

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

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

Carson Sector BPI Portfolio Update: 23 April 2026

April 23, 2026 By Lowell Herr 1 Comment

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.

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

Franklin Sector BPI Portfolio Review: 14 April 2026

April 14, 2026 By Lowell Herr 1 Comment

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

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

McClintock Sector BPI Portfolio Update: 8 April 2026

April 8, 2026 By Lowell Herr 2 Comments

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

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

Carson Sector BPI Portfolio Review: 25 March 2026

March 25, 2026 By Lowell Herr 2 Comments

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

Filed Under: Einstein Portfolio, Sector BPI Tagged With: Carson Portfolio, Sector BPI

McClintock Sector BPI Portfolio Review: 13 March 2026

March 13, 2026 By Lowell Herr 3 Comments

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

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

Carson Portfolio Review: 26 February 2026

February 26, 2026 By Lowell Herr Leave a Comment

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

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

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  • Franklin Sector BPI Portfolio Review: 12 May 2026 May 12, 2026
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Portfolios coming up for review.  Schrodinger, Pauling, Einstein and Carson are the critical portfolios next up for review.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

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