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You are here: Home / Archives for Lowell Herr

What Securities Should I Have In My Investment Quiver?

March 29, 2017 By Lowell Herr

One of the investing disciplines is knowing what securities to use to construct a portfolio.  A lot of research on this blog centers around the “Rutherford 10” ETFs so that is a good starting place for investors.  However, we need to recognize there are potential options that go beyond the “Rutherford 10.”  As a general […]

Filed Under: Critical Material, Portfolio Construction Tagged With: Portfolio Construction

Trifecta of Portfolio Management

March 24, 2017 By Lowell Herr

Investors wary of putting all their eggs in one portfolio approach would do well to think – trifecta.  Split the portfolio into a minimum of three different portfolios.  The trifecta approach is particularly useful as a portfolio grows in size where it is difficult to buy and sell blocks of stocks or fill large orders.  […]

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

Nine Stock Portfolio

March 23, 2017 By Lowell Herr

This is the final tranche momentum analysis for stocks today.  This nine stock portfolio was suggested by one of the co-authors of the TLH Spreadsheet. Tranche Momentum Recommendations:  The two stocks to sell out of the portfolio are NVO and TSS as both are under-performing SHY.  However, there is something interesting going on with the […]

Filed Under: Stocks Tagged With: Stocks

Stocks: Another Tranche Momentum Analysis

March 23, 2017 By Lowell Herr

Here is yet another tranche momentum analysis on a group of recommended individual stocks. Tranche Momentum Recommendations:  Once more, we scan the table to identify those stocks to cull from the portfolio.  Eight of the twenty to be sold are identified by under-performance with respect to SHY.  Stocks coded red in column 3 are performing […]

Filed Under: Stocks Tagged With: Stocks

Stocks: A Fourth List Using Tranche Momentum Recommendations

March 23, 2017 By Lowell Herr

This fourth list of individual stocks comes from another investor who is interested in the tranche momentum model analysis.  Again, many of these ticker symbols are familiar to those who deal primarily in individual stocks. Tranche Momentum Recommendations:  From this list, only one passes the stringent dual momentum (absolute and relative) and REDA screens.  Before […]

Filed Under: Portfolio Construction, Stocks Tagged With: Stocks

Stocks: A Third List Up For Tranche Momentum Analysis

March 23, 2017 By Lowell Herr

This third list of stocks come from an investor who is interested in seeing where his stocks fall based on this momentum analysis. Tranche Momentum Recommendations:  Below are fifteen (15) stocks, many well known to investors who construct their portfolios using individual securities.  As with my initial stock analysis, I first go through the sell […]

Filed Under: Stocks Tagged With: Stocks

Stocks: Another Tranche Momentum Look

March 23, 2017 By Lowell Herr

Here is a second list of individual stocks.  Only two show up as potential purchases. Tranche Momentum Recommendations:  The recent market downturn hit most of these stocks.  Only two, MU and NVDA, are ones I would consider for purchase. Just another comment.  There is a lot of red in the 13- and 49-Day EMA columns.  […]

Filed Under: Portfolio Construction, Stocks Tagged With: Stocks

Dividend Champions: A Tranche Momentum Analysis

March 23, 2017 By Lowell Herr

Not all ITA Wealth Management readers use ETFs to build their portfolios.  There are readers who have an interest in dividend oriented individual stocks.  The following analysis walks investors through a group of stocks I pulled off a Seeking Alpha article where the author updates this portfolio on a regular basis. Main Menu:  The analysis […]

Filed Under: Portfolio Construction, Stocks Tagged With: Portfolio Construction, Stocks

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