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.

September opens with a review of the Carson Sector BPI portfolio, one of the better performing accounts monitored here at ITA.  As equities rise or are holding at a high level, it has been many weeks since we last observed a sector in the

Carson is the oldest Sector BPI portfolio or the one providing the best information as to how well this investing model works.  As yet I have not seen another website using this investing model.  If ITA readers ever spot something similar, pass the link or

There was snow on the ground when the Carson was last reviewed.  Now here we are in the Spring of 2025 and it is time to update this Sector BPI portfolio.  In this volatile market we are testing the proposition that sectors that hit the oversold