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You are here: Home / Archives for Sector BPI

Gauss Portfolio Update: 19 March 2023

March 20, 2023 By Lowell Herr

Most investors prefer to keep things simple, particularly if they are still working.  If the investing model requires a little thought individuals are likely to avoid using it.  While I don’t know how many readers are using the different models tracked here at ITA, I suspect most are applying the Schrodinger, Copernicus or one of […]

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

Bullish Percent Indicators: 18 March 2023

March 18, 2023 By Lowell Herr

This week the Bullish Percent Indicators produce interesting information as well as several anomalies.  If you are an investor interested or already using the Sector BPI model, there is new information for readers. Index BPI Friday’s market action produced several anomalies.  For example, check out the S&P 500 and Dow Jones Transportation Average (DJTA).  Both […]

Filed Under: Bullish Percent Indicators, Technical Indicators Tagged With: Bullish Percent Indicators, Sector BPI

Franklin Portfolio Review: 16 March 2023

March 16, 2023 By Lowell Herr

Franklin is one of four Sector BPI portfolios tracked here at ITA.  This is a unique investment model not found elsewhere to my knowledge.  If you are following the Sector BPI method the other three portfolios are:  Carson, Gauss, and Millikan. What happens when multiple sectors fall into the over-sold zone and the recommended percentage […]

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

Millikan Portfolio Update: 14 March 2023

March 14, 2023 By Lowell Herr

While the Millikan portfolio is the one I’ll review this morning, this blog post goes into more detail with respect to Bullish Percent Indication graphs and Point and Figure (PnF) graphs for individual sector ETFs.  There may be some confusion and I want to clear this up in this post.

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

Carson Portfolio Review: 13 March 2023

March 13, 2023 By Lowell Herr

With five of eleven sectors in the over-sold zone, the Carson needs special attention.  This also applies to the Franklin, Millikan, and Gauss portfolios.  I’ll be working to rebalance each this week.

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

Gauss Portfolio Review: 10 March 2023

March 11, 2023 By Lowell Herr

As pointed out in the Bullish Percent Indicator blog post earlier this morning, five of the eleven sectors are over-sold.  I’ve selected the Gauss to show how I plan to implement this information after the market opens Monday morning.  Next week I plan to check up on the other three Sector BPI portfolios as they […]

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

Franklin Portfolio Update: 7 March 2023

March 7, 2023 By Lowell Herr

The Franklin is not scheduled for a full review.  I want to begin the March risk ratios so this is an update for this Sector BPI portfolio.  Checking the Bullish Percent Indicators (BPI) data this morning, nothing significant changed.  Utilities continues to be over-sold and that is the sole sector that is under the waterline.

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

Carson Portfolio Update: 6 March 2023

March 6, 2023 By Lowell Herr

Carson is one of the first portfolios I converted to the Sector BPI model.  Thus far it is working quite well, but it is still much too early to draw any viable conclusions. As with the Millikan, we are checking in on Utilities (VPU) to make sure the Carson is holding a full (15%) in […]

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

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