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You are here: Home / Archives for 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

McClintock Sector BPI Portfolio Update: 5 June 2026

June 5, 2026 By Lowell Herr 1 Comment

Since McClintock is a Sector BPI portfolio, I updated the BPI spreadsheet and found that Health is overbought.  I placed a 3% TSLO under VHT.  What I’ve been doing is selling all but one (1) share.  Without going into great detail, holding on to a single share makes it easier to keep track of the […]

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

Carson Sector BPI Portfolio Review: 22 May 2026

May 22, 2026 By Lowell Herr Leave a Comment

Carson is the oldest Sector BPI portfolio, going back to 11/1/2022.  This morning Materials moved into the oversold zone so I added shares of VAW to the Carson.  The Carson is currently holding shares in seven of the eleven sectors. This morning I asked ChatGPT this question. “Where can I find example portfolios illustrating the […]

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

Franklin Sector BPI Portfolio Review: 12 May 2026

May 12, 2026 By Lowell Herr 2 Comments

Franklin is one of three Sector BPI portfolios tracked here at ITA Wealth Management.  This investing model is not likely to be available elsewhere on the Internet so pay close attention.  Of the portfolios that are likely to withstand a recession as well as the coming Financial Repression, these three portfolios have a high probability […]

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

McClintock Sector BPI Portfolio Review: 5 May 2026

May 5, 2026 By Lowell Herr 2 Comments

Yesterday I asked Google, “What is the origin of the Sector Bullish Percent Indicator investing model?”  Here is the reply. “The Bullish Percent Index (BPI) investing model was originally developed by Abe Cohen in 1955. Cohen, the founder of the market analysis service Investors Intelligence (then called ChartCraft), created it as a “market barometer” to […]

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

Carson Sector BPI Portfolio Update: 23 April 2026

April 23, 2026 By Lowell Herr 1 Comment

Carson is one of three portfolios using the Sector BPI investing model.  When I updated the March performance I noticed the monthly loss for the Carson was 1/10 the loss of several asset allocation portfolios.  Just another reminder as to how well the Sector BPI investing model is working. Over the past several months there […]

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

Franklin Sector BPI Portfolio Review: 14 April 2026

April 14, 2026 By Lowell Herr 1 Comment

Franklin is the Sector Bullish Percent Portfolio scheduled for a review this morning.  This is one of three portfolio using the Sector BPI investing model.  New readers to the ITA blog may find this management style of interest as it is showing to be an effective investing model. The basic idea behind the Sector BPI […]

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

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  • Lowell Herr on Carson Sector BPI Portfolio Review: 8 September 2026
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