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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

  • Bethe Portfolio Redesigned: 9 July 2026 July 9, 2026
  • Schrodinger Portfolio Update: 8 July 2026 July 8, 2026
  • Bohr Portfolio Review: 7 July 2026 July 7, 2026
  • Dirac 2026 Portfolio Review: 2 July 2026 July 5, 2026
  • Darwin 2026 Portfolio Review: 2 July 2026 July 5, 2026
  • McClintock Sector BPI Portfolio Update: 2 July 2026 July 2, 2026
  • Kepler Portfolio Review: 1 July 2026 July 1, 2026

Recent Comments

  • Lee Cash on Copernicus Portfolio Update: 23 June 2026
  • Lowell Herr on McClintock Sector BPI Portfolio Update: 5 June 2026
  • Lowell Herr on Portfolio Diversification: 6 June 2026
  • William Tynes on Portfolio Diversification: 6 June 2026
  • Lowell Herr on Portfolio Diversification: 6 June 2026
  • William Tynes on Portfolio Diversification: 6 June 2026
  • Lee Cash on Huygens Portfolio Review: 3 June 2026
  • Stellaluna on Kepler Portfolio Review: 27 May 2006
  • Lowell Herr on Kepler Portfolio Review: 27 May 2006
  • Lowell Herr on Kepler Portfolio Review: 27 May 2006

Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • Financial Repression: Part 1
  • Financial Repression: Another Perspective
  • Portfolio Diversification: 6 June 2026
  • Franklin Sector BPI Portfolio Review: 14 April 2026
  • Financial Repression: Part III
  • Schrodinger Portfolio Update: 17 April 2026
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • McClintock Sector BPI Portfolio Review: 5 May 2026
  • Gauss Portfolio Review: 29 April 2026

General Investment News

Portfolios coming up for review.  Millikan, Huygens, McClintock, and Bethe 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.

Check the Forum for more detailed information.  If you wish to begin a financial discussion, use the Forum.

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Random Posts

  • Copernicus Portfolio Update: 23 June 2026
  • Schrodinger Robo Advisor Portfolio Update: 29 March 2023
  • Bohr Sector BPI Portfolio Review: 13 October 2023
  • Franklin Sector BPI Portfolio Update: 27 September 2023
  • Darwin 2026 Portfolio Review: 5 June 2026
  • Millikan Sector BPI Update: 20 July 2023
  • Huygens Sector BPI Portfolio Review: 15 February 2024
  • Darwin 2026 Portfolio Review: 27 February 2026
  • Relative Portfolio Performance Data: 4 October 2024
  • Pauling Sector BPI Portfolio Review: 7 November 2023
  • Dirac 2026 Portfolio Review: 29 May 2026

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