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You are here: Home / Archives for Lowell Herr

Carson Portfolio Review: 1 February 2023

February 1, 2023 By Lowell Herr 9 Comments

Welcome to February.  We are two days away from the mid-point of winter in the northern hemisphere.  What better way to open the month than to review the Carson portfolio.  Depending on your holdings in a Sector BPI portfolio, there may be a few recommendations or changes in the portfolios.  Not so with the Carson […]

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

Bullish Percent Indicators: 27 January 2023

January 28, 2023 By Lowell Herr Leave a Comment

“Bullish percent indicators are technical analysis tools used to determine the percentage of stocks in a particular market index that are currently trading above their respective point of recognition (POR), or “bullish reversal point.” These indicators are typically used to identify market trends and to help traders make buy and sell decisions. There are several […]

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

Copernicus Portfolio Review: 27 January 2023

January 27, 2023 By Lowell Herr Leave a Comment

Investors looking for simplicity need look no further than the Copernicus model.  All that is required is the discipline to save and invest in U.S. Equities.  It is simple as that.  The Copernicus is definitely a model for young investors who do not have time to spend working with their investments.  Dollar cost averaging is […]

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

Bullish Percent Indicators: 20 January 2023

January 21, 2023 By Lowell Herr 2 Comments

Investors managing a Sector BPI model portfolio will find the data below of interest.  On Monday I’ll check in on the Carson and use this data to make any changes, if recommended.  Follow along for more analysis. Index BPI The only major index over-bought is the Dow Jones Industrial Average (DJIA).  All others are positioned […]

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

Millikan Portfolio Review: 20 January 2023

January 20, 2023 By Lowell Herr Leave a Comment

Millikan is one of the newest Sector BPI Model portfolios.  As a result, you will see two “holdover” securities, VWO and VEA, still part of the portfolio.  I have 3% TSLOs set for both ETFs so it likely will not be too long before both are sold out of the Millikan. The black cloud hanging […]

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

Portfolio Summary: 16 January 2023

January 16, 2023 By Lowell Herr 10 Comments

This blog post is a review for long-time members.  New members may not be aware of the different investing models used here at ITA.  The following list does not include the portfolios reported on by Hedgehunter. ITA Wealth Management Portfolios Schrodinger Portfolio:  I begin with this one as it is the easiest to manage.  The […]

Filed Under: ITA Portfolios, Beginning Investors, Critical Material Tagged With: Critical Material, ITA Portfolios

Bullish Percent Indicators: 13 January 2023

January 14, 2023 By Lowell Herr Leave a Comment

Friday, the 13th of January, brings changes to those managing a Sector BPI portfolio.  Energy, Financial, and Real Estate all moved into the over-bought zone this week.  All major indexes are bullish.  None of the indexes penetrated the over-bought zone, but the NASDAQ is getting close.  We see a big percentage jump in Technology which […]

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

Millikan Portfolio Update: 10 January 2023

January 10, 2023 By Lowell Herr 3 Comments

Millikan, one of four Sector BPI portfolios, is the model up for review this morning.  This portfolio previously was managed using the BHS/Relative Momentum model and was not performing as expected.  I just checked and it ranked #14 based on IRR data and is now #8.  There are a number of portfolios grouped close together […]

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

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