Millikan, one of four Sector BPI portfolios, is the model up for review this morning. This portfolio previously was managed using the BHS/Relative Momentum model and was not performing as expected. I just checked and it ranked #14 based on IRR data and is now #8. There are a number of portfolios grouped close together […]
Gauss Portfolio Update: 6 January 2023
Gauss, a former Relative Momentum portfolio, is the Sector BPI Model account up for review or update this morning. When I update a Sector BPI portfolio I collect the most recent Bullish Percent Indicator data possible. That was very important this morning as Energy (VDE) moved above the 30% threshold or what is the over-sold […]
Positioning The Millikan: 3 January 2023
Millikan is one of the portfolios in transition from the Relative Momentum model over to the Sector BPI model. This blog explains where the Millikan is in the transition and how I am repositioning the portfolio. It is really quite simple so follow along as I explain the process.
Carson Update: 31 December 2022
What changes if any are required of the Carson Sector BPI portfolio based on BPI data from last week? Follow the analysis below to see if any changes are required by the sector BPI rules. If you recall, only VDC and VGT are implicated or require investigation. VDC is over-bought and VGT is over-sold.
Carson Update: 27 December 2022
The Carson portfolio does not need an update. However, to continue to build a base for this new investment approach, I’m committed to keeping investors aware of what is going on with the Sector BPI Model portfolio. No changes are anticipated as the Carson is currently holding the required shares of Energy and Technology. A […]
Gauss Migration To Sector BPI Model: 27 December 2022
Gauss and Millikan are two portfolios I’m shifting over to the Sector BPI Model as neither is performing at a level expected. The following analysis explains the process I’m using for this migration. Both portfolios were considered Relative Strength portfolios where I was using the Buy-Hold-Sell (BHS) system.
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