Archives for 2024

Carson Sector BPI Portfolio Review: 23 October 2024

October 23, 2024 By Lowell Herr Leave a Comment

Carson is the oldest Sector BPI portfolio with a history of two years. During this period there were a few buy/sell cycles, but insufficient to conclude this investing model merits anything other than “experimental” money. The idea of buying when

Rutherford Portfolio Review (Tranches 4 and 1): 18 October 2024

October 19, 2024 By hedgehunter Leave a Comment

Travelling back home after a ~6-week trip resulted in me not finding the time to review Tranche 4 of the Rutherford Portfolio last week – so I will review Tranche 4 as well as Tranche 1 this week so as to get

Franklin Sector BPI Portfolio: 17 October 2024

October 17, 2024 By Lowell Herr Leave a Comment

It has been nearly two years since the Franklin portfolio began using the Sector BPI investing model. Over this period the portfolio managed to keep pace with the S&P 500 (SPY) index, a major goal for these Sector BPI portfolios. Since the

Schrodinger Portfolio Review: 16 October 2024

October 16, 2024 By Lowell Herr 4 Comments

Before delving into the Schrodinger review, SCHA, SCHF and FNDA experienced stock splits of 2 for 1 while FNDX and SCHX split 3 for 1. If you are working with the Investment Account Manager the stock split entry point is Transitions and Global Transaction Activities. I highly recommend

Copernicus Portfolio Review: 14 October 2024

October 14, 2024 By Lowell Herr Leave a Comment

This morning I am updating the high risk equity only Copernicus, an investing model designed for young investors or someone who has at least 15 to 20 years of future savings. High risk is defined as investing only in equities (stocks) while shunning bonds

Pauling Asset Allocation Portfolio Review: 10 October 2024

October 10, 2024 By Lowell Herr 1 Comment

Yesterday I updated a Sector BPI portfolio. This morning it is time to examine an Asset Allocation portfolio. Pauling is a modest size portfolio built to handle securities all over the globe. The portfolio contains U.S. Equities, U.S. and International Bonds, Developed International Equities, Emerging Market Equities, Domestic and International Real Estate, and Treasuries. The […]

Rutherford Portfolio Review (Tranche 3): 4 October 2024

October 6, 2024 By hedgehunter Leave a Comment

It was a rocky week until Friday when we saw a gap up in prices with the SPX (S&P 500 Index) closing higher on the week but still not breaking through the ~5790 resistance level:

Pauling Asset Allocation Portfolio Update: 28 September 2024

September 28, 2024 By Lowell Herr Leave a Comment

Six months ago I altered the Pauling portfolio investing model. It now operates using the principles of Asset Allocation. When moving from one investing style to the Asset Allocation it takes time to bring the various asset classes into balance if one does not want to sell securities that are