Dahlia photographed with Lensbaby Velvet 28 mm.
I could have skipped this review because there has been no action since the last update. This blog informs readers where the Carson portfolio is currently standing and how well the BPI model sector works.
Carson Security Holdings
The majority of the Carson is positioned in a short -term treasure chest, SHV. If there is a substantial withdrawal, I will sell SHV shares and buy shares from VOO. We are still waiting for one or more sectors to dive into the sold -up zone.
Carson -Performance data
Since 31/12/2021, the Carson has been crushing all benchmarks. As expected, Spy comes closest to matching the Carson.
Carson Risk Ratios
Do not pay much attention to the Treynor. This value is exaggerated when the beta of the portfolio is low. More important is the Jensen Alpha and it has been quite stable in the past year.
Carson -sector performance
If you only look at the sectors, the investment model works very well. None of the sectors was part of the portfolio throughout the entire period.
When invested in SHV, while no sectors are recommended for recording portfolio, performance drops. The following table indicates that the BPI model sector is valid and has worked as expected. Maybe even better than expected.
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