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

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

Managing Sector BPI portfolios requires patience as it is not unusual to wait months before we see a Buy or Sell signal.  In the last two to three months we have had sector action as a number of sectors dipped into the oversold zone.  In other words, several

We begin Fall with an update of the Carson portfolio, the original Sector BPI portfolio.  When Consumer Staples dropped into the oversold zone I added more shares of VDC not realizing the Carson already held shares representing this sector.  That is why the portfolio has an abundance of this security.