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You are here: Home / Archives for Sector BPI

Carson Portfolio Review: 1 February 2023

February 1, 2023 By Lowell Herr 9 Comments

Welcome to February.  We are two days away from the mid-point of winter in the northern hemisphere.  What better way to open the month than to review the Carson portfolio.  Depending on your holdings in a Sector BPI portfolio, there may be a few recommendations or changes in the portfolios.  Not so with the Carson […]

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

Millikan Portfolio Update: 10 January 2023

January 10, 2023 By Lowell Herr 3 Comments

Millikan, one of four Sector BPI portfolios, is the model up for review this morning.  This portfolio previously was managed using the BHS/Relative Momentum model and was not performing as expected.  I just checked and it ranked #14 based on IRR data and is now #8.  There are a number of portfolios grouped close together […]

Filed Under: Millikan Portfolio, Sector BPI Tagged With: Millikan Portfolios, Sector BPI

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