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You are here: Home / Archives for Lowell Herr

Bullish Percent Indicators: 26 April 2024

April 27, 2024 By Lowell Herr Leave a Comment

Updating the Bullish Percent Indicator data is important this week as there are a few changes in the sector arena.  Technology dipped into the oversold zone this week, but rebounded and is no longer recommended for purchase.  I hope readers checked the Forum section of this blog to

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

Franklin Sector BPI Portfolio Review: 5 April 2024

April 5, 2024 By Lowell Herr Leave a Comment

Franklin is the Sector BPI portfolio up for review today even though no sectors are in the oversold zone and we sold off all overbought sectors.  The current holdings of Staples and Utilities are residing in the neutral zone.  Over $2,200 remains in cash so we need

Filed Under: Franklin Portfolio, ITA Portfolios, Portfolio Management, Sector BPI Tagged With: Franklin Portfolio, Portfolio Construction, Sector BPI

Tentative Asset Allocation Model

March 30, 2024 By Lowell Herr 11 Comments

Asset Allocation is a popular investing model when it comes to constructing a portfolio.  What asset classes to include and what percentage of each asset is open for debate and discussion.  In the follow example, titled ITA-AA, I’ve selected ten asset classes that come from two sources, Mebane Faber and

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

Bullish Percent Indicators: 29 March 2024

March 30, 2024 By Lowell Herr 8 Comments

Just as one sunny day does not constitute a summer, nor does one strong market day speak well for an entire week.  Not all indexes and sectors of the market moved up this week as one might have anticipated.  Two of the seven indexes reverted to the

Filed Under: Bullish Percent Indicators, ITA Portfolios, Sector BPI, Technical Indicators Tagged With: Bullish Percent Indicators, Sector BPI

Copernicus Portfolio Review: 29 March 2024

March 29, 2024 By Lowell Herr Leave a Comment

Passive investing is the name of the game with the Copernicus portfolio.  The philosophy of the Copernicus is to purchase U.S. Equity ETFs when cash is available and to never sell unless there is an emergency.  One major

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

Carson Sector BPI Portfolio: 21 March 2024

March 21, 2024 By Lowell Herr 1 Comment

“Fund expenses have a direct impact on investment returns.” Carson, the oldest Sector BPI portfolio, is the account up for review today.  With U.S. Equities pushing the upper limits no sectors are positioned in the oversold zone.  In these market conditions investments focus of using available cash

Filed Under: Carson Portfolio, Portfolio Construction, Portfolio Management, Risk Management, Sector BPI Tagged With: Carson Portfolio, Sector BPI

Bullish Percent Indicators: 1 March 2024

March 2, 2024 By Lowell Herr Leave a Comment

Based on BPI data for this week, it was a positive five days for U.S. Equities.  There were two exceptions among the eleven sectors, but overall it was a good week for stocks. Index BPI All indexes are bullish with exception of the DJIA and that is

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

Bullish Percent Indicators: 23 February 2024

February 24, 2024 By Lowell Herr Leave a Comment

Despite a strong day or two this week, Bullish Percent Indicators paint a slightly weak outcome for U.S. Equities.  This is the case for both the broad indexes as well as the individual market sectors. The call for a Buy in Utilities a week ago is paying off

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

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