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You are here: Home / 2024 / Archives for July 2024

Archives for July 2024

Gauss Sector BPI Portfolio Review: 2 July 2024

July 2, 2024 By Lowell Herr

Gauss kicks off the first Sector BPI portfolio in July.  The latest BPI data is not recommending any changes that influence current sector holdings in the Gauss.  With 41% of the portfolio in cash some decisions are required.  Follow along as I walk through the analysis.

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

Copernicus Equity Only Portfolio Update: 1 July 2024

July 1, 2024 By Lowell Herr

Copernicus is a U.S. Equity only portfolio.  In other words, the only investments are U.S. Equity ETFs.  As such the Copernicus is nearly guaranteed to outperform the S&P 500 if two conditions are met. 1) The market is higher when the performance calculation is conducted.  2) The portfolio does not carry too much cash. How […]

Filed Under: Copernicus Portfolio, Passive vs. Active, Portfolio Construction, Portfolio Management Tagged With: Copernicus Portfolio

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Recent Posts

  • Darwin 2026 Portfolio Review: 21 August 2026 August 23, 2026
  • Millikan Portfolio Review: 20 August 2026 August 20, 2026
  • Copernicus Portfolio Update: 18 August 2026 August 18, 2026
  • Gauss Portfolio Update: 17 August 2026 August 17, 2026
  • Darwin 2026 Portfolio Review: 14 August 2026 August 16, 2026
  • Kepler Portfolio Update: 14 August 2026 August 14, 2026
  • Carson Sector BPI Portfolio Update: 12 August 2026 August 12, 2026

Recent Comments

  • Robert Warasila on Millikan Portfolio Review: 20 August 2026
  • Lowell Herr on Schrodinger Portfolio Update: 4 August 2026
  • Lowell Herr on Millikan Portfolio Review: 20 August 2026
  • Lee Cash on Schrodinger Portfolio Update: 4 August 2026
  • Stellaluna on Millikan Portfolio Review: 20 August 2026
  • Lowell Herr on Gauss Portfolio Update: 17 August 2026
  • Lee Cash on Gauss Portfolio Update: 17 August 2026
  • Lowell Herr on Gauss Portfolio Update: 17 August 2026
  • Lee Cash on Gauss Portfolio Update: 17 August 2026
  • Lee Cash on Gauss Portfolio Update: 17 August 2026

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  • Schrodinger Portfolio Update: 8 July 2026
  • Pauling Portfolio Review: 7 August 2026
  • Bohr Portfolio Review: 7 July 2026
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General Investment News

Portfolios coming up for review.  Kepler, McClintock, Huygens, and Bohr 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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