Based on Bullish Percent Indicator (BPI) data, this past week was a good week for U.S. Equities. The first table shows the broad strength when examining several indexes. The second table is the one we use to guide us in how we manage the Sector BPI portfolios.
Franklin Portfolio Review: 2 February 2023
Welcome to Ground Hog Day. Franklin is the portfolio scheduled for review and if you recall, the Franklin was a lagging Dual Momentum portfolio that I switched over to the Sector BPI model. Time will tell as to whether this was a wise move. Since no moves are recommended, this review is short and sweet.
Carson Portfolio Review: 1 February 2023
Welcome to February. We are two days away from the mid-point of winter in the northern hemisphere. What better way to open the month than to review the Carson portfolio. Depending on your holdings in a Sector BPI portfolio, there may be a few recommendations or changes in the portfolios. Not so with the Carson […]
Gauss Portfolio Review: 31 January 2023
We end the month of January with a review of the Gauss, one of four Sector BPI portfolios. While there are currently four BPI sectors of the market positioned in the over-bought zone, the Gauss holds zero shares in any of these sectors. Technology was sold last week. The single remaining sector holding is VOX.
Franklin Portfolio Review: 26 January 2023
Franklin is one of the newer Sector BPI portfolios having moved from the Dual Momentum™ model over to the Sector BPI model as I was not pleased with the DM performance.
Carson Portfolio Update: 25 January 2023
Readers interested or testing the Sector BPI Model will want to follow the review of the Carson, the oldest of this style of investing here at ITA. When I go through these portfolios I first check on the most recent Bullish Percent Indicator (BPI) data. Yesterday there were three over-bought sectors or sectors that showed […]
Gauss Portfolio Update: 23 January 2023
Gauss is the portfolio up for review this morning as I missed it last week. If you go back to last Friday’s BPI blog post you will recall that there were no Buy or Purchase recommendations. Only Sell recommendations and those are: Energy, Financial, and Real Estate. Since the Carson does not hold any of […]
Franklin Portfolio Review: 19 January 2023
Franklin shed 40 shares of Energy (VDE) this morning as the market plunged lower. In the following Sector BPI Model readers will see how well the Franklin is performing with respect to its benchmark. Tomorrow I will check in on another Sector BPI portfolio to see if the selloff moved any of sectors into the […]
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