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You are here: Home / Archives for 2024

Archives for 2024

Gauss Sector BPI Portfolio Review: 24 April 2024.

April 24, 2024 By Lowell Herr

Earlier this morning I posted a blog using Asset Allocation principles with the Pauling.  Gauss uses an entirely different investing model.  This investing model is unique to ITA Wealth Management and it is called the Sector BPI™ model.  At least I’ve not found anyone else using this approach to investing. The idea is to purchase […]

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

Pauling Update: 24 April 2024

April 24, 2024 By Lowell Herr

When I first began setting up this Asset Allocation portfolio I called it Pauling II.  Now that the account is nearly established or fully populated I’m reverting back to the original name, Pauling. The philosophy behind this portfolio is to build a retirement account using tried and true diversification methods.  The Pauling is diversified across […]

Filed Under: Pauling Portfolio, Asset Allocation, Passive vs. Active, Portfolio Management

Rutherford Portfolio Review (Tranche 3): 19 April 2024

April 20, 2024 By hedgehunter

It was another bad week for US Equities with indices down ~3% on the week and now down over 5.5% from the highs at the beginning of the month. It may be a little early to be drawing bearish channels. but since we closed outside the bullish channel last week and have seen a continuation […]

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

Bullish Percent Indicators: 19 April 2024

April 20, 2024 By Lowell Herr

Several days ago I posted a notice in the Forum that Technology dropped into the oversold zone.  On Friday the sector dropped even further making VGT a very good buy at this point.  Three other sectors are down into the 30% bullish zone so we need to keep an eye on those three this coming […]

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

Kepler Sector BPI Review: 19 April 2021

April 19, 2024 By Lowell Herr

Yesterday I posted a Forum notice that Technology dipped into the oversold zone.  VGT is now a Buy.  This morning I picked up a few shares of VGT for the Kepler and a limit order is in place to bring the Technology sector up to the recommended 10.4% of the portfolio. The fifth screenshot below […]

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

Carson Sector BPI Portfolio Update: 17 April 2024

April 17, 2024 By Lowell Herr

Carson is the Sector BPI portfolio up for review this morning.  This is the oldest portfolio using this particular investing model.  There are a few tweaks this month.  One of the main changes is to remove ESGV from the holdings so we can concentrate on VTI and VOO when sectors are out of favor, as […]

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

Millikan Sector BPI Portfolio Review: 16 April 2024

April 16, 2024 By Lowell Herr

Millikan is one of the better performing Sector BPI portfolios.  Here is a bit more information as to how I am managing Sector BPI portfolios as we enter a very uncertain election season. The Sector BPI strategy remains in place as follows.  If the model is viable it will work in all types of markets. […]

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

Schrodinger Portfolio Review: 15 April 2024

April 15, 2024 By Lowell Herr

Schrodinger is the Robo Advisor or computer managed portfolio up for review this morning.  Investors not interested in investing or have minimum time to track their investments will find this style portfolio fits their desire to be invested in the market.  The Schrodinger is housed and managed by computers at Schwab.  There is zero cost […]

Filed Under: Schrodinger Portfolio, Asset Allocation, Passive vs. Active, Portfolio Management Tagged With: Intelligent Portfolio, Schrodinger Portfolio

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  • Darwin 2026 Portfolio Review: 10 July 2026 July 12, 2026
  • Franklin Sector BPI Portfolio Update: 10 July 2026 July 10, 2026
  • Bethe Portfolio Redesigned: 9 July 2026 July 9, 2026
  • Schrodinger Portfolio Update: 8 July 2026 July 8, 2026
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  • Darwin 2026 Portfolio Review: 2 July 2026 July 5, 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

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  • Portfolio Diversification: 6 June 2026
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  • Schrodinger Portfolio Update: 17 April 2026
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • Gauss Portfolio Review: 29 April 2026
  • McClintock Sector BPI Portfolio Review: 5 May 2026

General Investment News

Portfolios coming up for review.  Pauling, Einstein, and Carson 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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Random Posts

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  • Rutherford Portfolio Review (Tranche 3): 6 April 2023
  • Bethe Portfolio Review: 11 February 2026
  • Rutherford Portfolio Review (Tranche 4): 1 March 2024
  • Schrodinger Robo Advisor Portfolio Review: 26 November 2025
  • Darwin 2026 Portfolio Review: 12 June 2026
  • Einstein Portfolio Review: 21 May 2025
  • McClintock Sector BPI Portfolio Update: 2 July 2026

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