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You are here: Home / 2023 / November / Archives for 6th

Archives for November 6, 2023

Improving the Sector BPI Investing Model

November 6, 2023 By Lowell Herr

If you were paying attention to the last screenshot of the Bethe review earlier this morning, you noticed that VTI was a negative contributing factor to portfolio performance while VOO added little to the IRR value.  Only ESGV played an important role and that was likely due to the period when it was part of […]

Filed Under: Sector BPI Tagged With: Sector BPI

Bethe Sector BPI Portfolio Review: 6 November 2023

November 6, 2023 By Lowell Herr

After spending the past few weeks repositioning several portfolios, Bethe being one, security transactions should decrease over the next few months.  A strong stock market last week pushed several sectors out of the oversold zone leaving only Staples and Materials as the remaining Buy options.  The Sector BPI Plus portfolios I’m tracking hold the recommended […]

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

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Recent Posts

  • Einstein Portfolio Review: 3 September 2026 September 3, 2026
  • Franklin Sector Portfolio Update: 2 September 2026 September 2, 2026
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  • Lowell Herr on Huygens Portfolio Review: 28 August 2026
  • John Distasio on Bohr Portfolio Update: 28 August 2026
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Portfolios coming up for review.  Bohr, Schrodinger, Bethe, Franklin, and Pauling are the critical portfolios next up for review.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

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