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You are here: Home / Archives for Lowell Herr

Secure Act 2.0 IRA Charitable Annuity

February 22, 2024 By Lowell Herr Leave a Comment

Secure Act 2.0 IRA Charitable Annuity is a relative new addition to the basic IRA program.  I’m providing several links for interested readers in this one-time charitable contribution of $53,000.  The idea is the following.  An individual is permitted to make a one-time contribution of $53,000 (will likely

Filed Under: Critical Material, Retirement Planning Tagged With: Critical Material, Retirement Planning

Bullish Percent Indicators: 16 February 2024

February 17, 2024 By Lowell Herr 5 Comments

Bullish Percent Indicators are a different way of examining the behavior of the securities market.  Keep in mind that the two tables shown below concentrate on U.S. Equities.  The top table looks at seven broad indexes and there are plenty of overlapping stocks between the

Filed Under: Bullish Percent Indicators, Portfolio Construction, Portfolio Management, Sector BPI, Technical Indicators Tagged With: Bullish Percent Indictors, Sector BPI

Bullish Percent Indicators: 2 February 2024

February 2, 2024 By Lowell Herr Leave a Comment

U.S. Equities ended the week on a strong note.  Is this reflected in the Bullish Percent Indicators?  Did any sectors drop into the oversold zone?  Follow the tables below for answers to these questions. If you are blocked from reading this blog, register as a Guest and then wait to be elevated to the Platinum […]

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

Copernicus Portfolio Review: 2 February 2024

February 2, 2024 By Lowell Herr Leave a Comment

Early in the month is an excellent time to review portfolios such as the Copernicus and Schrodinger as both are “no-brain” portfolios in that neither require any significant decisions.  One does not need a degree in Finance from the University of Chicago to manage these portfolios.  While the Schrodinger

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

Schrodinger Portfolio Review: 1 February 2024

February 1, 2024 By Lowell Herr Leave a Comment

February is here and it is time for the crocus to bloom in Oregon.  Early in any given month is an excellent time to review the Schrodinger as no decisions are required.  This is a Save & Watch style

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

McClintock Portfolio Review: 22 January 2024

January 23, 2024 By Lowell Herr Leave a Comment

Yesterday the Dow Jones Industrial Average (DJIA) closed above 38,000 for the first time in history.  A few readers may recall a book titled:  Dow 36,000: The New Strategy for Profiting From the Coming Rise in the Stock Market written by James K. Glassman and Kevin

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

Bullish Percent Indicators: 19 January 2024

January 20, 2024 By Lowell Herr Leave a Comment

Before looking up any Bullish Percent Indicator data I envision or guess what the various indexes and sectors will show.  Will the trends be bullish or bearish.  Based on a strong Friday market I anticipated a number of the indexes and sectors would turn bullish.  Not so. 

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

Relative Portfolio Performance Data: 12 January 2024

January 13, 2024 By Lowell Herr Leave a Comment

Below is 24.5 months of date for the ITA portfolios I track.  This list does not include the portfolios managed and reported on by Hedgehunter.  The Annual IRR column of data is accurate as of 1/12/2024 while the remainder of the data is current as of the

Filed Under: Portfolio Performance Tagged With: Portfolio Performance

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Portfolios coming up for review.  Carson, Huygens, and Schrodinger 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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