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You are here: Home / Archives for Lowell Herr

Preparing the Millikan For Transition: 26 December 2022

December 26, 2022 By Lowell Herr

Within the last few weeks I set up the Carson and Franklin to operate as Sector BPI portfolios.  Over the next few weeks the Millikan and Gauss will join the original two.  The Millikan and Gauss are laggards and not performing as well as expected.  That is the motivation for the change. Millikan Investment Quiver […]

Filed Under: Millikan Portfolio Tagged With: Millikan Portfolio

Merry Christmas

December 25, 2022 By Lowell Herr

  “Anyone who possesses the fine virtues of politeness, tolerance and generosity, honesty, diligence and benevolence can be regarded as a person of humanity. Politeness will save one from the insults of others; tolerance and generosity will evoke the love of others; honesty brings trust from people; diligence foretells success; and benevolence encourages others to […]

Filed Under: Miscellaneous Tagged With: Miscellaneous

Explaining the Hypothesis of the Sector BPI Model

December 24, 2022 By Lowell Herr

Several months ago I conceived the idea of how one might use Bullish Percent Indicator (BPI) data to actively manage portfolios.  Readers of this blog who have been involved with the stock market for any significant period of time know just how difficult it is to outperform the S&P 500.  Keep that thought in the […]

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

Carson Portfolio Review: 26 December 2022

December 24, 2022 By Lowell Herr

Since the stock market is closed on Monday, I’ll update the Carson this morning and then see what the recommendations are for the various sectors when the Franklin is updated mid-week.  The one change this week was the drop of Real Estate into the over-sold zone.

Filed Under: Carson Portfolio Tagged With: Carson Portfolio

Portfolio Performance: 22 December 2022

December 22, 2022 By Lowell Herr

With this portfolio comparison data table a pattern is beginning to develop.  It appears as if the better performing portfolios are those with long-range goals.  That is the group at the top.  Curie and Newton, if posted monthly, would also be in this group. It is interesting that each investing model contains at least one […]

Filed Under: Portfolio Performance Tagged With: Portfolio Performance

What To Do If The Kipling Spreadsheet Becomes Inoperative?

December 21, 2022 By Lowell Herr

ITA readers who are using the Kipling spreadsheet in any form are aware that Finance-Yahoo (Yahoo) once more altered their downloading codes so we cannot pull security prices into the spreadsheet.  Fortunately we have a backup system from Tiingo.  If you do not have a Tiingo account (still free to my knowledge) set one up […]

Filed Under: Kipling Spreadsheet, Critical Material, ITA Portfolios Tagged With: Kipling spreadsheet

Carson BPI Model Portfolio: 19 December 2022

December 19, 2022 By Lowell Herr

The primary reason for this Carson review is to continue to build a base of information for the BPI Model.  Several links are provided at the bottom of this post for readers who are new to this unique investing approach.

Filed Under: Carson Portfolio Tagged With: Carson Portfolio

Buying Guidelines For BPI Model Portfolios: 9 December 2022

December 9, 2022 By Lowell Herr

BPI Model buying guidelines.  Two of the sixteen portfolios I track here on the ITA blog are now managed using the Bullish Percent Indicator (BPI) Model.  They are:  Carson and Franklin.  Thus far there have been few buying opportunities as the U.S. Equities market is in a mini-bull phase.  It may turn into a full […]

Filed Under: Carson Portfolio, Franklin Portfolio Tagged With: Carson Portfolio, Franklin Portfolio

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