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You are here: Home / Archives for Sector BPI

Carson Sector BPI Portfolio Review: 24 October 2025

October 24, 2025 By Lowell Herr Leave a Comment

Carson is one of three portfolios using the Sector BPI investing model and it is one of the better performing accounts.  Since the last update the Materials sector dropped down into the low 30% bullish zone so I jumped the gun and added 35 shares of VAW to the Carson.

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

McClintock Sector BPI Portfolio Review: 9 October 2025

October 9, 2025 By Lowell Herr Leave a Comment

  Faced with the high probability U.S. Equities is in for a correction, if not worse, how should an investor manage their portfolio?  The decision is much easier for Sector BPI portfolios such as the McClintock, Carson, and Franklin as this investing model is designed to take advantage of market volatility.  The decision is not […]

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

Carson Sector BPI Portfolio Update: 22 September 2005

September 22, 2025 By Lowell Herr Leave a Comment

We begin Fall with an update of the Carson portfolio, the original Sector BPI portfolio.  When Consumer Staples dropped into the oversold zone I added more shares of VDC not realizing the Carson already held shares representing this sector.  That is why the portfolio has an abundance of this security. This morning I invested the […]

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

Franklin Sector BPI Portfolio Review: 3 September 2025

September 3, 2025 By Lowell Herr Leave a Comment

In keeping with the conservative position I added another 12 shares of SHV to the Franklin portfolio.  Since no sectors are oversold something needs to be done with available cash that comes in from dividends and new cash.  Should we see a market draw-down of 10% or more, I plan to sell shares of SHV […]

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

Carson Sector BPI Portfolio Review: 2 September 2025

September 2, 2025 By Lowell Herr Leave a Comment

September opens with a review of the Carson Sector BPI portfolio, one of the better performing accounts monitored here at ITA.  As equities rise or are holding at a high level, it has been many weeks since we last observed a sector in the oversold zone.  This is a time for patience as we are […]

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

Carson Sector BPI Portfolio Review: 18 July 2025

July 19, 2025 By Lowell Herr 3 Comments

Carson is the oldest Sector BPI portfolio or the one providing the best information as to how well this investing model works.  As yet I have not seen another website using this investing model.  If ITA readers ever spot something similar, pass the link or pertinent information along. Carson Security Holdings Health was sold out […]

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

Franklin Sector BPI Portfolio Review: 15 July 2025

July 17, 2025 By Lowell Herr Leave a Comment

Franklin is one of three Sector BPI portfolios, all named after women scientists.  Since the last review of the Franklin, shares of VHT and VOX were sold out of the portfolio leaving shares in Consumer Staples (VDC)  and Energy (VDE).  The Franklin also holds shares in VOO and the bulk of the portfolio resides in […]

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

McClintock Sector BPI Portfolio Review: 23 June 2025

June 23, 2025 By Lowell Herr Leave a Comment

The McClintock portfolio was last reviewed on April 29th so it is long overdue.  Numerous sector ETFs were sold out of the McClintock since the last review so I will be examining how well the Sector BPI investing model is working by analyzing the last screenshot in this blog post.

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

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