Wooden Duck
Rachel Carson is the portfolio being reviewed this morning. As the oldest Sector BPI portfolio, I’m watching this one to see if the sector hypothesis is going to plan. So far the data is quite positive, as readers and followers of the Sector BPI model will soon see.
No changes are recommended at this time. Since the recent sale of VDC, there has been a surplus of cash. I bought 169 shares of SHV this morning, so the current portfolio is heavy when it comes to short-term government bonds.
Carson Sector Holdings
Below you will find the current Carson investments. Three sector ETFs exist, with VGT recently added as the tech sector entered the oversold zone.
Real estate (VNQ) is well below the recommended target percentage. Either I misjudged when this purchase was initially made, or the price changed dramatically. I suspect the former. For now, I will leave the current situation and hope that Real Estate falls back into the oversold zone, so that I can add more shares when the buy recommendation arises.
Carson performance data
As of 12/31/2021, the Carson has crushed the AOR benchmark and outperforms every benchmark tracked here at ITA. Keeping pace with the S&P 500 won’t be easy if the current bull market continues. If there is a correction, which I expect to happen sometime in the next twelve to fifteen months, this portfolio will hold up quite well.
Carson Risk Ratios
For the most part, all four risk ratios have remained stable over the past year. As shown by the slope of the Jensen Alpha, there has been very little change over the past year.
When I updated the Bullish Percent Indicator data this morning, no changes were recommended. There are no sectors that are oversold, so no new purchases are recommended.
The Einstein will be assessed tomorrow. Einstein is one of the worst performing portfolios. I recently adjusted the asset allocation, so we will look at the risk ratio data to see if there is any improvement.
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