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You are here: Home / Archives for Sector BPI

Carson Sector BPI Portfolio Review: 25 March 2026

March 25, 2026 By Lowell Herr 1 Comment

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

McClintock Sector BPI Portfolio Review: 10 February 2026

February 10, 2026 By Lowell Herr Leave a Comment

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

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

Carson Sector BPI Portfolio Review: 26 January 2026

January 26, 2026 By Lowell Herr Leave a Comment

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

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

McClintock Sector BPI Portfolio Update: 16 January 2026

January 16, 2026 By Lowell Herr 1 Comment

We end an active week of portfolio reviews with an update of the McClintock.  McClintock is one of the youngest Sector BPI portfolios with a 2-year history.  Thus far the Sector BPI investing model is showing itself to be a very workable investing model. 

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

Carson Sector BPI Portfolio Update: 30 December 2025

December 30, 2025 By Lowell Herr Leave a Comment

Carson is next to the last portfolio to be reviewed in 2025.  Tomorrow I will update the Millikan portfolio.  The Carson was one of the better performing portfolios during the month of November, indicating once more that the Sector BPI investing

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

McClintock Sector BPI Portfolio Review: 15 December 2025

December 15, 2025 By Lowell Herr Leave a Comment

McClintock is the Sector BPI portfolio up for review this morning.  The three Sector BPI portfolios are investment models unique to the ITA blog.  For more information on this model, go to the Categories menu found in the right sidebar and look for Sector BPI. While we frequently

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

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