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You are here: Home / Archives for 2026

Archives for 2026

Carson Sector BPI Portfolio Update: 12 August 2026

August 12, 2026 By Lowell Herr 1 Comment

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

Einstein Portfolio Update: 10 August 2026

August 10, 2026 By Lowell Herr Leave a Comment

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Filed Under: Einstein Portfolio, Asset Allocation Tagged With: Kepler Portfolio

Darwin 2026 Portfolio Review: 7 August 2026

August 10, 2026 By hedgehunter Leave a Comment

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

Pauling Portfolio Review: 7 August 2026

August 7, 2026 By Lowell Herr Leave a Comment

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Filed Under: Pauling Portfolio, Asset Allocation, Portfolio Construction, Portfolio Management Tagged With: Asset Allocation, Pauling Portfolio

Franklin Portfolio Update: 6 August 2026

August 6, 2026 By Lowell Herr Leave a Comment

We are a few months away from collecting four years of data for the Franklin Sector BPI portfolio.  As with the Carson and McClintock, the Sector Bullish Percent Indicator investing model is working better than anticipated when I first launched this investing model. Using Bullish Percent Indicator (BPI) data from StockCharts for the eleven different […]

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

Bethe Portfolio Update: 5 August 2026

August 5, 2026 By Lowell Herr Leave a Comment

Bethe is an asset allocation portfolio that was revised last March in an attempt to withstand a potential market correction or recession.  The reallocation of assets is now driven more by dividends than capital growth. This morning I added a few shares of BIL and set a limit order to purchase more shares of Real […]

Filed Under: Bethe Portfolio, Asset Allocation, Income, Portfolio Construction, Portfolio Management Tagged With: Asset Allocation, Bethe Portfolio

Schrodinger Portfolio Update: 4 August 2026

August 4, 2026 By Lowell Herr 2 Comments

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

Dirac 2026 Portfolio Review: 31 July 2026

August 3, 2026 By hedgehunter Leave a Comment

With the broad SPX US Equity Index still in a 3-month consolidation range between 7300 and 7600 I am reluctant to trade too much since sideways consolidations are not the best environment for momentum trading. However, the current analysis of sectors within this broader market looks like this: with Buy recommendations on six of the […]

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

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Recent Posts

  • Copernicus Portfolio Update: 13 October 2026 October 14, 2026
  • Dirac 2026 Portfolio Review: 12 October 2026 October 14, 2026
  • Gauss Portfolio Update: 12 October 2026 October 12, 2026
  • Kepler Portfolio Review: 8 October 2026 October 8, 2026
  • Pauling Portfolio Update: 6 October 2026 October 6, 2026
  • Darwin Portfolio Review: 2 October, 2026 October 5, 2026
  • Carson Sector BPI Portfolio Update: 5 October 2026 October 5, 2026

Recent Comments

  • Lowell Herr on Pauling Portfolio Update: 6 October 2026
  • BOB_P on Pauling Portfolio Update: 6 October 2026
  • Lowell Herr on Pauling Portfolio Update: 6 October 2026
  • Lowell Herr on Pauling Portfolio Update: 6 October 2026
  • BOB_P on Pauling Portfolio Update: 6 October 2026
  • Lowell Herr on McClintock Sector BPI Portfolio Update: 24 September 2026
  • Stellaluna on Carson Sector BPI Portfolio Review: 8 September 2026
  • Stellaluna on Carson Sector BPI Portfolio Review: 8 September 2026
  • Lowell Herr on Carson Sector BPI Portfolio Review: 8 September 2026
  • Lowell Herr on Carson Sector BPI Portfolio Review: 8 September 2026

Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • Pauling Portfolio Review: 7 August 2026
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  • Darwin Portfolio Review: 2 October, 2026
  • Millikan Portfolio Review: 20 August 2026
  • Carson Sector BPI Portfolio Update: 12 August 2026
  • Pauling Portfolio Update: 6 October 2026
  • Schrodinger Portfolio Update: 2 October 2026
  • Financial Repression: Part 1
  • Bohr Portfolio Update: 1 October 2026

General Investment News

Portfolios coming up for review.  Gauss, Copernicus, and Millikan 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

  • Pauling Asset Allocation Portfolio Review: 29 May 2024
  • Darwin 2026 Portfolio Review: 15 May 2026
  • Bethe Portfolio Update – A Three Tier Model: 14 April 2023
  • Portfolio Performance Comparisons: 23 November 2023
  • Darwin 2026 Portfolio Review: 22 May 2026
  • Pauling Portfolio Review: 15 June 2026
  • McClintock Sector BPI Portfolio Review: 3 May 2024
  • Hawking Portfolio Review: 10 May, 2024
  • Rutherford Portfolio Review (Tranche 1): 8 March 2024
  • Pauling Portfolio Review: 22 April 2026
  • Einstein Portfolio Review: 29 January 2024

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