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You are here: Home / Archives for 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

Carson Sector BPI Portfolio Update: 22 September 2005

September 22, 2025 By Lowell Herr Leave a Comment

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.

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

Carson Sector BPI Portfolio Review: 2 September 2025

September 2, 2025 By Lowell Herr Leave a Comment

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

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

Carson Sector BPI Portfolio Review: 18 July 2025

July 19, 2025 By Lowell Herr 3 Comments

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

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

Franklin Sector BPI Portfolio Review: 12 June 2025

June 12, 2025 By Lowell Herr Leave a Comment

One benefit of Sector BPI portfolios such as the Franklin is that there is a built in capital preservation ingredient inherent in the management model.  While Trailing Stop Loss Orders (TSLOs) may not be ideal, based on historical data, they are working for the three Sector BPI portfolios.  Check portfolios Carson and McClintock for further […]

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

Franklin Sector BPI Portfolio Review: 4 June 2025

June 5, 2025 By Lowell Herr Leave a Comment

Franklin is the Sector BPI portfolio up for review.  Included in this blog post is evidence of the viability of the Sector BPI investing model.  Based on all the uncertainty surrounding the current administration I will be making some slight changes in what to do if no sectors are

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

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Portfolios coming up for review.  Bethe, Huygens, Copernicus and McClintock are the critical portfolios next up for review.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

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