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You are here: Home / Archives for 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

Intelligent Portfolio: Schrodinger Portfolio Update: 20 December 2023

December 20, 2023 By Lowell Herr

Schwab’s Intelligent Portfolio, the Schrodinger, is up for review today.  This portfolio was launched a number of years ago to answer the question, “Who Will Manage the Family Portfolio When I Die?”  Of the three portfolio investment strategies tracked here at ITA Wealth

Filed Under: Schrodinger Portfolio, Passive vs. Active Tagged With: Passive Portfolio, Schrodinger Portfolio, Sector BPI

Analyzing Sector Investing Model Sector By Sector: 13 December 2023

December 14, 2023 By Lowell Herr

How well is the Sector BPI investing model performing is a cogent question?  Carson is the oldest portfolio using this investing model and it is less than two years old.  Other portfolios were gradually switched to this model as the data began to support a move

Filed Under: Sector BPI Tagged With: Sector BPI

Sector BPI Portfolio Report: 27 November 2023

November 27, 2023 By Lowell Herr

For some reason I keep thinking the Sector BPI model is close to two years old.  In fact, the Carson Sector BPI model was launched a little over a year ago.  A number of ITA portfolios held shares in Real Estate (VNQ) nearly from the very first

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

Huygens Sector BPI Portfolio Review: 24 November 2023

November 24, 2023 By Lowell Herr

Sector BPI portfolios have entered a quite period as all sectors with exception of Technology reside in the “neutral” zone.  Neutral is defined as Bullish Percent Indicators (BPI) lower then 70% bullish and above 30% bullish.  The Huygens portfolio differs only in that it is carrying a

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

Sector BPI Investing: Bohr Portfolio Review – 22 November 2023

November 22, 2023 By Lowell Herr

Bohr is the Sector BPI portfolio scheduled for review this morning.  Before making any decisions or moving forward with this update of the Bohr, I checked the Bullish Percent Indicators (BPI) for the eleven market sectors and found no changes.  Technology is still overbought and that is the

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

Tweaking Sector BPI Plus Investing Model: Part II

November 18, 2023 By Lowell Herr

Sufficient additions or modifications have occurred since launching the original Sector BPI investment model that it now makes sense to summarize how one manages these portfolios.  Here is the step by step process I go through when I review or update a Sector BPI

Filed Under: Sector BPI, Critical Material, Portfolio Management Tagged With: Sector BPI

Improving the Sector BPI Investing Model

November 6, 2023 By Lowell Herr

This Hubble image gives the most detailed view of the entire Crab Nebula ever. The Crab is among the most interesting and well studied objects in astronomy. This image is the largest image ever taken with Hubble’s WFPC2 camera. It was assembled from 24 individual exposures taken with the NASA/ESA

Filed Under: Sector BPI Tagged With: Sector BPI

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