McClintock Sector BPI Portfolio Review: September 26, 2025 | ITA Wealth Management

Since the recent recommendation, little has changed to buy shares in consumers staples. VDC is the Exchange Traded Fund (ETF) that covers this sector of the US stock market. I recently bought 15 VDC shares when Consumer Staples dropped under the indicator line of 30% Bullish percent. If you are a new ITA reader or subscriber, three portfolios follow the BPI investment model sector. They are: Carson, Franklin and McClintock. All are named after female scientists.

If you want to know more about this investment model, go to the category part in the right sidebar and look for bullish percent indicators and/or one of the three portfolios.

McClintock Sector Portfolio Holdings

Ita readers will find the current McClintock make -up below. SHV is a holding position to earn a little more interest while we wait patiently for other sectors to invade the sold -in zone.

McClintock -Performance data

Since 31/12/2021, the McClintock has performed better than the AOR benchmark, but remains all benchmarks that are aimed at all stock ownership. VOO, VTI, VT and ESGV are the examples.

McClintock -Risic transactions

The Jensen Performance Index has been steadily improved in the past year. In September we lost a small site of the AOR -Benchmark, but are far ahead of where we were a year ago.

All risk ratings are higher where they were a year ago.

Comments are always welcome.

Changes come to the Millikan portfolio, so be careful when that announcement touches ITA.

(Visited 7 times 7 times, 1 visits today)