As the third quarter comes to a close I am updating a few portfolios before 33 calendar days expire so as to record September data for all the risk ratios. Bethe, Huygens, and Pauling are the three remaining portfolios that need to be updated. Bethe is gradually migrating from a growth and income portfolio over […]
Carson Sector BPI Portfolio Review: 26 September 2023
Before updating the Carson I checked to see if any new Bullish Percent Indicator (BPI) revelations emerged since the last update. No changes showed as Discretionary, Staples and Health remain in the oversold zone. As the oldest Sector BPI Plus portfolio it always interesting to see how well the Carson is performing when compared to […]
Millikan Sector BPI Plus Portfolio Review: 8 September 2023
Millikan is another Sector BPI Plus portfolio that is meeting expectations. If you are a new reader, check past blog posts on the Sector BPI investing model or keep reading the Sector BPI portfolio reviews that show up nearly every week. We use Bullish Percent Indicators (BPI) data for our sector ETF recommendations. Otherwise, we […]
Carson Sector BPI Portfolio Review: 7 September 2023
Before beginning this review of the Carson I checked the sector Bullish Percent Indicator (BPI) data since Utilities moved into the oversold zone on Tuesday. Here we are on Thursday and Utilities is still positioned at 30% bullish or recommending a purchase. The move to add VPU is explained below.
Franklin Portfolio Review: 5 September 2023
Franklin is another Sector BPI Plus portfolio where we use sector ETFs as the primary security source based on information that comes out of the Bullish Percent Indicator data. At this time no sectors are listed in the oversold zone and we already have all the overbought sectors either sold or still holding Trailing Stop […]
Bethe Portfolio Review: 31 August 2023
Bethe is a portfolio in transition from an income oriented emphasis to the Sector BPI Plus investing model. Bethe currently holds three Closed-End-Funds and limit orders are in place to sell those holdings. When this happens the Kipling spreadsheet will be used for guidance as to which, if any, equities to purchase. The Sector BPI […]
Millikan Portfolio Review: 23 August 2023
Millikan is another Sector BPI Plus portfolio. This portfolio began as a Dual Momentum™ model portfolio and I shifted it over to the Sector BPI model as the hypothesis seemed to be stronger than the DM approach. More time and history is needed to see if this move makes sense. So far it has as […]
Carson Sector BPI Portfolio Review: 22 August 2023
Carson is the Sector BPI portfolio up for review this morning. In addition to updating the Carson, readers interested in knowing how to manage a Sector BPI Plus portfolio will find instructions in this blog post. Since no sectors are in the Buy or oversold zone and we have Trailing Stop Loss Orders (TSLOs) in […]
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