Church located in Bodie Historic State Park – California.
Carson is next to review the final portfolio in 2025. Tomorrow I will update the Millikan portfolio. The Carson was one of the better performing portfolios during the month of November, further indicating that the Sector BPI investment model is working as theory predicted several years ago.
There are no new sectors in the oversold zone, so no new purchases are recommended. We do not hold any ETFs from the overbought sectors, so there will be no new action.
Carson Sector BPI Portfolio
Technology (VGT) has sold since the last update and made more money. I set up a limit order to pick up more shares of SHV, a storage tank that earns more interest than the Schwab money market.
Consumer durables (VDC) and real estate (VNQ) remain below target, likely due to price changes since the original purchase. Since neither is in the oversold zone, we do nothing. We are now in a waiting game until the next signals appear.
Carson performance data
As of 12/31/2021, the Carson has outperformed all possible benchmarks with the exception of SPY. As is often said, it is difficult to beat the S&P 500 in a bull market.
Carson Risk Ratios
Despite the high values, the Carson is well below the level of last December. When values like the Jensen are so high, it is extremely difficult to go much higher unless we are in a strong bull market.
Comments are always welcome.
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