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You are here: Home / Archives for Sector BPI

Gauss Sector BPI Portfolio Review: 25 September 2024

September 25, 2024 By Lowell Herr

ITA readers using the Sector BPI investing model take note.  Energy (VDE) continues in the oversold zone so it is a Buy.  Sectors overbought are: Discretionary (VCR), Staples (VDC), Financial (VFH), Health (VHT), Industrial (VIS), Utilities (VPU), and Real Estate (VNQ).  Keep in mind there is a difference between the Point and Figure (PnF) graphs […]

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

Franklin Sector BPI Portfolio Review: 19 September 2024

September 19, 2024 By Lowell Herr

This morning I am reviewing one of five Sector BPI portfolios, the Franklin.  The Franklin has been using the Sector BPI model for nearly two years so we are beginning to gain some respect for the results.  Portfolios using the Sector BPI model are not for everyone as it requires more attention than many investors […]

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

McClintock Sector BPI Portfolio Review: 9 September 2024

September 9, 2024 By Lowell Herr

Before diving into the update of the McClintock, readers need to know that Yahoo has shut the door on free downloading of data.  If you are a Kipling spreadsheet user, Tiingo Adj. Price is still working so use that option to download price data until further notice. And now for the update of this small […]

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

Millikan Sector BPI Portfolio Review: 6 September 2024

September 6, 2024 By Lowell Herr

Before digging into the Millikan Sector BPI review I checked to see if any sectors dropped into the oversold zone.  None made this move so there are no recommendations to purchase any sectors or sector ETFs.  Of the overbought sectors, TSLOs are already in place from recommendations that have been in place for several weeks. […]

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

Gauss Sector BPI Portfolio Review: 4 September 2024

September 4, 2024 By Lowell Herr

This morning the Sector BPI Gauss portfolio is up for review.  As readers will recall, no sectors are currently oversold so no buy or purchase recommendations are eminent.  Energy was very close when last checked so I have a limit order in place for VDE with a price well below the current price. While the […]

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

Carson Sector BPI Portfolio Review: 29 August 2024

August 28, 2024 By Lowell Herr

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 ago that Technology dipped into the oversold zone […]

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

Franklin Sector BPI Portfolio Review: 20 August 2024

August 20, 2024 By Lowell Herr

Before updating the Franklin I checked the Bullish Percent Indicator (BPI) data to see if any sectors moved into the overbought zone as a result of the recent market performance.  The two sectors in the overbought zone are Utilities and Real Estate.  I don’t hold securities in either sector so no changes are required at […]

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

Gauss Sector BPI Portfolio Review: 7 August 2024

August 7, 2024 By Lowell Herr

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 a real test.  The most recent draw-down moved three […]

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

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