If you follow the Comments you were notified that Discretionary, Energy, and Technology dipped into the oversold zone. As a result, I picked up ETFs of VCR, VDE, and VGT yesterday for the McClintock portfolio. How well did the McClintock negotiate the recent draw-down? Are we headed into a recession and what is the FED […]
Millikan Sector BPI Portfolio Review: 31 July 2024
We end July 2024 with an update of the Millikan portfolio. This Sector BPI account is performing quite well when compared to the SPY benchmark. Little has changed within the sectors as there are no new buy recommendations and Consumer Staples is not overbought. I did not include the Manual Risk Adjustment worksheet in this […]
Bethe Sector BPI Portfolio Review: 5 July 2024
The big decision facing the Bethe is what to do with nearly half the portfolio resting in cash. It looks like this is not a summer to “Sell in May and go play.” Over the last few days shares of VTI and VOO were added to the Bethe. It goes against the grain to purchase […]
Millikan Sector BPI Portfolio Review: 3 July 2024
One of the better performing Sector BPI portfolios is the Millikan even though it has only been using the model for 19 months. We are beginning to build a historical data base we can use to move forward with the model. Some of this evidence is provided in the following analysis. The latest check of […]
Gauss Sector BPI Portfolio Review: 2 July 2024
Gauss kicks off the first Sector BPI portfolio in July. The latest BPI data is not recommending any changes that influence current sector holdings in the Gauss. With 41% of the portfolio in cash some decisions are required. Follow along as I walk through the analysis.
Carson Sector BPI Portfolio Review: 28 June 2024
This morning the Carson Sector BPI (named for Rachel Carson) portfolio is due for an update. As the oldest Sector BPI portfolio the Carson is also a top performing portfolio. As one of several portfolio using the Sector BPI investing approach checking up on the bullish status of the eleven market sectors is critical. Early […]
Bullish Percent Indicators: 21 June 2024
What happened to U.S. Equities this past week? Lifetime and Platinum members will see that little action took place other than a slight decay in performance for small- and mid-cap stocks. The first table lays out the broad picture while the second table separates the market into sectors and it is this information we use […]
Franklin Sector BPI Portfolio Review: 5 June 2024
Sector BPI investing continues to be tested through the Franklin portfolio. Launched in early November of 2022 we now have 1.5 years of data with this portfolio. Few trades occurred over this period, but we recently sold Technology (VGT) and Utilities (VPU) as both sectors reached the overbought zone. This leaves the Franklin with over […]
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