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You are here: Home / Archives for Sector BPI

McClintock Sector BPI Portfolio Review: 10 February 2026

February 10, 2026 By Lowell Herr Leave a Comment

McClintock is the Sector BPI portfolio up for review this morning.  Last Friday the Information Technology sector dropped into the oversold zone so yesterday I purchased shares of VGT.  Of all the sectors, Technology is the most volatile and therefore holds the highest percentage of the portfolio when

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

Carson Sector BPI Portfolio Review: 26 January 2026

January 26, 2026 By Lowell Herr Leave a Comment

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

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

McClintock Sector BPI Portfolio Update: 16 January 2026

January 16, 2026 By Lowell Herr 1 Comment

We end an active week of portfolio reviews with an update of the McClintock.  McClintock is one of the youngest Sector BPI portfolios with a 2-year history.  Thus far the Sector BPI investing model is showing itself to be a very workable investing model. 

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

Carson Sector BPI Portfolio Update: 30 December 2025

December 30, 2025 By Lowell Herr Leave a Comment

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

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

McClintock Sector BPI Portfolio Review: 15 December 2025

December 15, 2025 By Lowell Herr Leave a Comment

McClintock is the Sector BPI portfolio up for review this morning.  The three Sector BPI portfolios are investment models unique to the ITA blog.  For more information on this model, go to the Categories menu found in the right sidebar and look for Sector BPI. While we frequently

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

Carson Sector BPI Portfolio Update: 21 November 2025

November 21, 2025 By Lowell Herr Leave a Comment

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

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

McClintock Sector BPI Portfolio Review: 11 November 2025

November 11, 2025 By Lowell Herr Leave a Comment

The McClintock is positioned much the same as it was last month.  Materials and Consumer Staples are the sectors of interest.  Several other sectors dipped into the 30% bullish zone and I set some limit orders to purchase one-half the target percentage or one-half the recommended shares when a Buy

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

McClintock Sector BPI Portfolio Review: 9 October 2025

October 9, 2025 By Lowell Herr Leave a Comment

  Faced with the high probability U.S. Equities is in for a correction, if not worse, how should an investor manage their portfolio?  The decision is much easier for Sector BPI portfolios such as the McClintock, Carson, and Franklin as this investing model is designed to take

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

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