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You are here: Home / Archives for 2023

Archives for 2023

Sector BPI Portfolio Report: 27 November 2023

November 27, 2023 By Lowell Herr

For some reason I keep thinking the Sector BPI model is close to two years old.  In fact, the Carson Sector BPI model was launched a little over a year ago.  A number of ITA portfolios held shares in Real Estate (VNQ) nearly from the very first

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

Rutherford Portfolio Review (Tranche 2): 24 November 2023

November 26, 2023 By hedgehunter

It was a relatively quiet week in US markets as many investors celebrated Thanksgiving: The SPX is still sitting below the resistance zone at ~4600 that we really need to see broken before the recent uptrend channel can be considered sustainable. Most

Filed Under: Portfolio Management, Portfolio Performance Tagged With: Portfolio Management, Portfolio Performance, Rutherford Portfolio

Bullish Percent Indicators: 24 November 2023

November 25, 2023 By Lowell Herr

This was a good, but not stellar week for U. S. Equities.  Nearly every index and sector Bullish Percent Indicator (BPI) either gained or held steady this week.  The one major change happened in the Financial sector as it moved into the overbought zone.  This will require attention

Filed Under: Bullish Percent Indicators, Technical Indicators Tagged With: Bullish Percent Indicators

Huygens Sector BPI Portfolio Review: 24 November 2023

November 24, 2023 By Lowell Herr

Sector BPI portfolios have entered a quite period as all sectors with exception of Technology reside in the “neutral” zone.  Neutral is defined as Bullish Percent Indicators (BPI) lower then 70% bullish and above 30% bullish.  The Huygens portfolio differs only in that it is carrying a

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

Sector BPI Investing: Bohr Portfolio Review – 22 November 2023

November 22, 2023 By Lowell Herr

Bohr is the Sector BPI portfolio scheduled for review this morning.  Before making any decisions or moving forward with this update of the Bohr, I checked the Bullish Percent Indicators (BPI) for the eleven market sectors and found no changes.  Technology is still overbought and that is the

Filed Under: Bohr Portfolio, Bullish Percent Indicators, Portfolio Construction, Portfolio Management, Sector BPI Tagged With: Bohr Portfolio, Sector BPI

Reworking Pauling Portfolio: 20 November 2023

November 20, 2023 By Lowell Herr

Based on discussions found in the Comment section of the most recent BPI blog post, below is an investment quiver that may be the future of the Sector BPI Plus portfolios.  What I’ve done is to add eleven sector ETFs where these new eleven are equal-weight

Filed Under: Pauling Portfolio, Portfolio Construction Tagged With: Pauling Portfolio, Portfolio Construction

Rutherford Portfolio Review (Tranche 1): 17 November 2023

November 19, 2023 By hedgehunter

After Tuesday’s strong breakout to the upside, US Equities calmed down into consolidation mode but ended the week up ~2.5% from last week’s close: I think we can say that we have broken out of the downtrend channel that we have experienced over the past

Filed Under: Portfolio Management, Portfolio Performance Tagged With: Portfolio Management, Portfolio Performance, Rutherford Portfolio

Tweaking Sector BPI Plus Investing Model: Part II

November 18, 2023 By Lowell Herr

Sufficient additions or modifications have occurred since launching the original Sector BPI investment model that it now makes sense to summarize how one manages these portfolios.  Here is the step by step process I go through when I review or update a Sector BPI

Filed Under: Sector BPI, Critical Material, Portfolio Management Tagged With: Sector BPI

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  • Copernicus Portfolio Review: 1 August 2025 August 2, 2025
  • Kepler CEF Portfolio Review: 28 July 2025 July 28, 2025
  • Millikan Portfolio Review: 25 July 2025 July 28, 2025
  • Selecting Closed-End-Funds July 26, 2025
  • Schrodinger Portfolio Review: 22 July 2025 July 23, 2025
  • Huygens Portfolio Review: 22 July 2025 July 22, 2025
  • Carson Sector BPI Portfolio Review: 18 July 2025 July 19, 2025

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  • Lowell Herr on Copernicus Portfolio Review: 1 August 2025
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Lowell Herr on Selecting Closed End Funds (CEFs)
  • William Tynes on Selecting Closed End Funds (CEFs)
  • Lowell Herr on Hawking Portfolio Review: 14 July 2025
  • Lowell Herr on Selecting Closed-End-Funds
  • Lowell Herr on What Should I Do If I Sell My House or Come Into An Inheritance?
  • Harry Stevens on Carson Sector BPI Portfolio Review: 18 July 2025
  • Lowell Herr on Carson Sector BPI Portfolio Review: 18 July 2025
  • Harry Stevens on Carson Sector BPI Portfolio Review: 18 July 2025

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  • Hawking Portfolio Review: 14 July 2025
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