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 […]
Gauss Sector BPI Portfolio Review: 27 May 2024
Sending best wishes to all readers on this Decoration Day. Gauss is the Sector BPI portfolio up for review. This particularly portfolio is set up with an expanded investment quiver that includes developed international equities (VEA) and emerging market equities (VWO) whereas most of the Sector BPI portfolios focus on VTI and VOO as the […]
McClintock Sector BPI Portfolio Review: 23 May 2024
One of the younger Sector BPI portfolios is the McClintock. In operation a tad over seven (7) months or barely sufficient time to make any kind of evaluation as to the viability of this investing model we are looking for trends rather than current values. For most of this short period we have been in […]
Carson Sector BPI Portfolio Review: 23 May 2024
Carson is the oldest Sector BPI portfolio as well as the top performer employing this particular investing model. One change that took place since the last review is the recent sale of shares of VPU. The Utilities ETF triggered the 3% TSLO set a number of weeks ago. Another “major” sector holding, Technology, moved into […]
Franklin Sector BPI Portfolio Review: 22 May 2024
The Franklin is one of several Sector BPI portfolios using this investment model since late 2022. Thus far the performance is strong and the risk seems to be under control. This morning I checked on the Bullish Percent Indicator (BPI) data and Technology is within a whisker of the overbought zone. As a result I […]
Carson Sector BPI Portfolio Review: 30 April 2024
Investors interested in or using the Sector BPI model will find this analysis of the Carson useful. When I get to the second screenshot you will see no purchase recommendations are called for as no sectors are in the oversold zone and VTI and VOO are fully populated. This does not mean we have zero […]
Franklin Sector BPI Portfolio Review: 29 April 2024
Franklin (named for Rosalind – British chemist) is a small Sector BPI portfolio or one of eleven ITA portfolio using this particular investing model. Not all eleven are reported on this blog as some owners prefer the data not be public. Several of the screenshots come out of the Kipling spreadsheet. The first, second, and […]
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