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You are here: Home / Archives for Sector BPI

Franklin Sector BPI Portfolio Review: 5 June 2024

June 5, 2024 By Lowell Herr

Sector BPI investing continues to be tested through the Franklin portfolio.  Launched in early November of 2022 we now have 1.5 years of data with this portfolio.  Few trades occurred over this period, but we recently sold Technology (VGT) and Utilities (VPU) as both sectors

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

Gauss Sector BPI Portfolio Review: 27 May 2024

May 27, 2024 By Lowell Herr

Sending best wishes to all readers on this Decoration Day. Gauss is the Sector BPI portfolio up for review.  This particularly portfolio is set up with an expanded investment quiver that includes developed international equities

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

Franklin Sector BPI Portfolio Review: 5 April 2024

April 5, 2024 By Lowell Herr

Franklin is the Sector BPI portfolio up for review today even though no sectors are in the oversold zone and we sold off all overbought sectors.  The current holdings of Staples and Utilities are residing in the neutral zone.  Over $2,200 remains in cash so we need

Filed Under: Franklin Portfolio, ITA Portfolios, Portfolio Management, Sector BPI Tagged With: Franklin Portfolio, Portfolio Construction, Sector BPI

Bullish Percent Indicators: 29 March 2024

March 30, 2024 By Lowell Herr

Just as one sunny day does not constitute a summer, nor does one strong market day speak well for an entire week.  Not all indexes and sectors of the market moved up this week as one might have anticipated.  Two of the seven indexes reverted to the

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

Carson Sector BPI Portfolio: 21 March 2024

March 21, 2024 By Lowell Herr

“Fund expenses have a direct impact on investment returns.” Carson, the oldest Sector BPI portfolio, is the account up for review today.  With U.S. Equities pushing the upper limits no sectors are positioned in the oversold zone.  In these market conditions investments focus of using available cash

Filed Under: Carson Portfolio, Portfolio Construction, Portfolio Management, Risk Management, Sector BPI Tagged With: Carson Portfolio, Sector BPI

Bullish Percent Indicators: 16 February 2024

February 17, 2024 By Lowell Herr

Bullish Percent Indicators are a different way of examining the behavior of the securities market.  Keep in mind that the two tables shown below concentrate on U.S. Equities.  The top table looks at seven broad indexes and there are plenty of overlapping stocks between the

Filed Under: Bullish Percent Indicators, Portfolio Construction, Portfolio Management, Sector BPI, Technical Indicators Tagged With: Bullish Percent Indictors, Sector BPI

McClintock Portfolio Review: 22 January 2024

January 23, 2024 By Lowell Herr

Yesterday the Dow Jones Industrial Average (DJIA) closed above 38,000 for the first time in history.  A few readers may recall a book titled:  Dow 36,000: The New Strategy for Profiting From the Coming Rise in the Stock Market written by James K. Glassman and Kevin

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

Carson Sector BPI Portfolio Review: 4 January 2024

January 4, 2024 By Lowell Herr

Yellowstone National Park January is off to a slow start when it pertains to U.S. Equities.  As a result numerous sector ETFs have been sold out of a number of ITA portfolios.  This leaves considerable cash lying around requiring some action.  This is also true for the Carson, the portfolio

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

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