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You are here: Home / Archives for Lowell Herr

Gauss Sector BPI Portfolio Review: 27 May 2024

May 27, 2024 By Lowell Herr Leave a Comment

Sending best wishes to all readers on this Decoration Day. Gauss is the Sector BPI portfolio up for review.  This particularly portfolio is set up with an expanded investment quiver that includes developed international equities

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

Bullish Percent Indicators: 24 May 2024

May 25, 2024 By Lowell Herr 4 Comments

Bullish Percent Indicators (BPI) provide a different way of looking at or checking market action.  The data provided in the two following tables is quite provincial in that the data focuses on U.S. markets and omits all international markets.  Keep that in mind as

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

Schrodinger Portfolio Review: 16 May 2024

May 16, 2024 By Lowell Herr 6 Comments

One of my favorite portfolios, the Schrodinger, is scheduled for review this morning.  Why is it a favorite?  1) It is easy to manage as there is nothing to do but save.  2) Performance is excellent.  3) It is tax efficient if the account is greater than $50,000. 

Filed Under: Schrodinger Portfolio, Asset Allocation, Portfolio Management Tagged With: Asset Allocation, Schrodinger Portfolio

Copernicus Portfolio Review: 13 May 2024

May 13, 2024 By Lowell Herr Leave a Comment

Next to the Schrodinger Intelligent Portfolio the Copernicus is the easiest portfolio to manage as all one needs to do is save and invest in one of several U.S. Equities ETFs.  Unless there is an emergency, never sell.  This investment management model is specifically designed

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

Millikan Sector BPI Portfolio Review: 10 May 2024

May 11, 2024 By Lowell Herr Leave a Comment

The Millikan Sector BPI portfolio is a continuation of support for this particular investing model.  This review includes nearly 1.5 years of data so it is not the youngest or the oldest Sector BPI portfolio.  Historical data is beginning

Filed Under: Millikan Portfolio, Portfolio Management, Portfolio Performance, Risk Management, Sector BPI Tagged With: Millikan Portfolio, Portfolio Management, Portfolio Performance

“Sell In May And Go Away”

May 2, 2024 By Lowell Herr 1 Comment

“The exact provenance of the saying ‘Sell in May and go way, don’t come back until St Leger’s Day’ is unclear but a consensus has formed around the idea that it emerged due to stock market traders

Filed Under: Portfolio Management Tagged With: Portfolio Management

Copernicus Portfolio Review: 1 May 2024

May 1, 2024 By Lowell Herr Leave a Comment

Copernicus is an example portfolio designed for young folks who have little or no time to manage an investment portfolio.  All that is required is to open up a broker account, set up monthly deposits, and then log in and purchase shares in one or more of the

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

Two Quarter Rotations of Sector BPI Performance: 29 April 2024

April 29, 2024 By Lowell Herr Leave a Comment

The purpose of this blog is to examine in more detail the performance of the eleven (11) Sector BPI portfolios by looking at performance over two quarter periods.  Beginning at the end of the second quarter of 2022 and ending on the first quarter of 2024 we gain a

Filed Under: Portfolio Performance Tagged With: Portfolio Performance

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Portfolios coming up for review.  Copernicus, Bohr, and Franklin 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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