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You are here: Home / Archives for Sector BPI

Franklin Sector Portfolio Update: 2 September 2026

September 2, 2026 By Lowell Herr Leave a Comment

Since the last update of the Franklin Sector BPI portfolio shares of VAW, VDE, VGT, VOX, and VDC were sold out of the portfolio.  Yesterday, Utilities (VPU) dropped into the oversold zone so I added shares of VPU to the Carson, Franklin, and McClintock portfolios.  That addition of 20 shares shows up in the current […]

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

McClintock Sector BPI Update: 26 August 2026

August 26, 2026 By Lowell Herr Leave a Comment

This morning I posted that Materials is nearly 70% bullish so I set 3% Trailing Stop Loss Orders under VAW for the Carson, Franklin, and McClintock.  As readers will see in a moment, several sectors struck the TSLO mark so we end up with over $10,000 in cash.  Rather than let that money sit idle […]

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

Carson Sector BPI Portfolio Update: 12 August 2026

August 12, 2026 By Lowell Herr 1 Comment

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

Franklin Portfolio Update: 6 August 2026

August 6, 2026 By Lowell Herr Leave a Comment

We are a few months away from collecting four years of data for the Franklin Sector BPI portfolio.  As with the Carson and McClintock, the Sector Bullish Percent Indicator investing model is working better than anticipated when I first launched this investing model. Using Bullish Percent Indicator (BPI) data from StockCharts for the eleven different […]

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

McClintock Portfolio Review: 30 July 2026

July 30, 2026 By Lowell Herr Leave a Comment

This morning it is time to update the McClintock portfolio, one of three Sector Bullish Percent Indicator (BPI) portfolios.  Few changes occurred since the last review.  When sector shares were sold I reinvested the cash in SCHO so as to increase dividends rather than let the cash remain dormant in the low interest bearing money […]

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

Carson Sector BPI Portfolio Update: 16 July 2026

July 16, 2026 By Lowell Herr Leave a Comment

Carson is the Sector BPI portfolio scheduled for review this summer morning.  As with all the Sector BPI portfolios this one is performing quite well. Since the last review VIS and VHT hit the 3% Trailing Stop Loss Order price and were sold.  Shares of VGT were added, but as I recall I was a […]

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

Carson Sector BPI Portfolio Update: 19 June 2026

June 19, 2026 By Lowell Herr Leave a Comment

That fact that the NYSE is closed today is not an issue as I was able to populate Energy (VDE) yesterday when this sector flashed a Buy signal.  The Carson Sector BPI portfolio is one of the oldest using this investing model and in the following blog post readers will see this management style is […]

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

Franklin Sector BPI Portfolio: 12 June 2026

June 12, 2026 By Lowell Herr Leave a Comment

One of the youngest Sector BPI portfolios is up for review this morning.  Franklin is one of three Sector BPI portfolios managed here at ITA.  All are excellent performers.  Readers interested in Point and Figure (PnF) market movements will find two authors of interest.  They are: Jeremy Du Plessis and Thomas J. Dorsey.  Du Plessis […]

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

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  • Einstein Portfolio Review: 3 September 2026 September 3, 2026
  • Franklin Sector Portfolio Update: 2 September 2026 September 2, 2026
  • Bethe Portfolio Review: 1 September 2026 September 1, 2026
  • Schrodinger Portfolio Update: 31 August 2026 August 31, 2026
  • Darwin 2026 Portfolio Review: 28 August 2026 August 31, 2026
  • Huygens Portfolio Review: 28 August 2026 August 29, 2026
  • McClintock Sector BPI Update: 26 August 2026 August 26, 2026

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Portfolios coming up for review.  Bohr, Schrodinger, Bethe, Franklin, and Pauling 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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