The oldest Sector BPI portfolio is up for review this morning. Carson is the best test of this unique investing model and there were changes this week as Technology (VGT) hit the 3% limit and was sold out of the portfolio. It was only a short time
Gauss Sector BPI Portfolio Review: 7 August 2024
Gauss is one of five Sector BPI portfolios tracked here on the ITA blog. Launched in December of 2022 we are closing in on two years of data. The initial results look promising, but we still need more oversold and overbought cycles to give this model
Carson Sector BPI Portfolio Review: 28 June 2024
This morning the Carson Sector BPI (named for Rachel Carson) portfolio is due for an update. As the oldest Sector BPI portfolio the Carson is also a top performing portfolio. As one of several portfolio using the Sector BPI investing approach checking up on the bullish status of the eleven market sectors is critical. Early […]
Franklin Sector BPI Portfolio Review: 5 June 2024
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
Gauss Sector BPI Portfolio Review: 27 May 2024
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
Franklin Sector BPI Portfolio Review: 5 April 2024
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
Bullish Percent Indicators: 29 March 2024
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
Carson Sector BPI Portfolio: 21 March 2024
“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
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