The original Dual Momentum™ Franklin portfolio was converted over to the Sector BPI Plus model several months ago. Since the conversion the return/risk ratio improved. Whether this is due to the new investing model or the upward trend of the market will be determined over the next few months. Using the slope of the Jensen […]
Bullish Percent Indicators: 28 July 2023
The Bullish Percent Indicators (BPI) tell us this past week was rest time. Overall, both the broad markets and individual sectors were flat to slight improvement in smaller stocks. There is one new Sell signal and that is Materials. If you are holding either VAW or IYM in your Sector BPI Plus portfolio, place a […]
Carson Sector BPI Portfolio Update: 19 July 2023
As the oldest Sector BPI portfolio the Carson is the portfolio to watch if you are at all interested in this unique investing model. Before starting this blog entry I updated the Bullish Percent Indicator data for the different sectors and several are calling for a Sell as the BPI values are overbought. The sectors […]
Gauss Sector BPI Portfolio Review: 14 July 2023
Gauss is the Sector BPI Plus portfolio up for review this morning. A month or so ago I added a “tweak” to the original Sector BPI model in an effort to patch up what was a likely problem when a sector was sold and then returned to the overbought zone. The patch added several equity […]
Carson Sector BPI Portfolio Review: 1 July 2023
Earlier today I posted Internal Rate of Return (IRR) data on the Sector BPI Plus portfolios. This review of the Carson, one of four Sector BPI portfolios, walks readers through the process of how to manage a sector portfolio. Carson Investment Quiver Below is the current investment quiver and holdings in the Carson. The sector […]
Sector BPI Update: 30 June 2023
This past week I posted Internal Rate of Return (IRR) data for the combined performance of sectors used in the four Sector BPI Plus portfolios tracked here at ITA. Publishing only IRR data, while truthful, can be misleading when securities are held for short periods. The following data provides more information as it includes the […]
Millikan Sector BPI Plus Portfolio Review: 26 June 2023
Little action is required of the Millikan as there are no sectors in the Buy zone. Refer back to the Bullish Percent Indicator post last Saturday. There is a small amount of cash available and that will be put to use as readers will see in a moment.
Gauss Sector BPI Plus Portfolio Review: 20 June 2023
Gauss is another Sector BPI Plus portfolio (one of four) so the analysis of this account follows the same logic laid out in the Carson blog posted yesterday. As you will recall, two sectors are overbought and they are: Technology and Industrial. I don’t recall holding any shares in Technology (VGT) since launching this sector […]
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