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You are here: Home / Archives for Lowell Herr

Franklin Sector BPI Portfolio Review: 4 June 2025

June 5, 2025 By Lowell Herr Leave a Comment

Franklin is the Sector BPI portfolio up for review.  Included in this blog post is evidence of the viability of the Sector BPI investing model.  Based on all the uncertainty surrounding the current administration I will be making some slight changes in what to do if no sectors are

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

Bohr Portfolio Review: 4 June 2025

June 4, 2025 By Lowell Herr Leave a Comment

As with several other ITA portfolios, capital preservation is of significant importance to the owner of the Bohr portfolio.  As a result there is a willingness to give up potential returns during these uncertain times.  The on again, off again tariff battle is an anathema to business

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

Copernicus Portfolio Review: 2 June 2025

June 2, 2025 By Lowell Herr Leave a Comment

While this review of the Copernicus portfolio occurs in June, the data more appropriately belongs to May.  Take that into consideration as you read this update.  As followers of this portfolio know, this is a passive portfolio that focuses on investing only in U.S. Equities and is limited to large-cap stocks that track the S&P […]

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

Selecting Closed End Funds (CEFs)

May 31, 2025 By Lowell Herr 4 Comments

Thanks to Lee Cash, more information is available when it comes to identifying which CEFs to include in a portfolio.  Below are the two primary screens I will be using in the future to aid in the selection of CEFs. The first Internet source [CEF Connect] is one

Filed Under: Portfolio Management, Critical Material, Portfolio Construction Tagged With: CEF Selections

Bullish Percent Indicator: 30 May 2025

May 31, 2025 By Lowell Herr 1 Comment

It has been several weeks since I last posted Bullish Percent Indicator (BPI) data.  No changes were recommended during this period, but this week the Communications sector moved into the overbought zone.  Portfolios holding VOX were alerted to sell.  With a 75% bullish percentage

Filed Under: Bullish Percent Indicators, Portfolio Performance, Technical Indicators Tagged With: Bullish Percent Indicator

Gauss Portfolio Review: 28 May 2025

May 28, 2025 By Lowell Herr Leave a Comment

Gauss is another portfolio using a truncated asset allocation model or one where very few ETFs are used to populate the portfolio.  In other words – Keep it simple.  In keeping with caution in this uncertain economic environment, I placed a 4.5% Trailing Stop Loss Order (TSLO)

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

Millikan Portfolio Review: 27 May 2025

May 27, 2025 By Lowell Herr Leave a Comment

On again, off again tariff threats are constantly roiling the stock and bond markets.  This morning the direction happens to be to the upside.  When in a dark room filled with furniture – stand still.  That is the attitude businesses have as it is most difficult to plan for the

Filed Under: Asset Allocation, Millikan Portfolio, Portfolio Construction, Portfolio Management Tagged With: Millikan Portfolio

Closed End Funds (CEFs): 19 May 2025

May 19, 2025 By Lowell Herr 7 Comments

Have you been following the Hawking Portfolio?  If not, you may want to give a close looking to this unique approach to investing.  If income is of interest then investing in Closed End Funds (CEFs) is definitely an option.  Before launching into this management model I highly recommend

Filed Under: Portfolio Management, Income Tagged With: Income, Portfolio Management

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  • Bohr Portfolio Review: 12 July 2025 July 12, 2025
  • Questions To Ask Your Money Manager July 11, 2025
  • Copernicus Portfolio Review: 3 July 2025 July 5, 2025
  • Millikan Portfolio Review: 1 July 2025 July 1, 2025
  • Schrodinger Portfolio Review: 20 June 2025 June 21, 2025
  • Carson Sector BPI Portfolio Review: 18 June 2025 June 19, 2025
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  • Lowell Herr on Bullish Percent Indicators: 2 May 2025
  • Lowell Herr on Bullish Percent Indicators: 2 May 2025
  • Lowell Herr on Millikan Portfolio Review: 1 July 2025
  • Lowell Herr on Bullish Percent Indicators: 2 May 2025
  • Lowell Herr on Carson Sector BPI Portfolio Review: 18 June 2025
  • Lowell Herr on Schrodinger Portfolio Review: 20 June 2025
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Lee Cash on Closed End Funds (CEFs): 19 May 2025
  • Lee Cash on Selecting Closed End Funds (CEFs)
  • hedgehunter on Selecting Closed End Funds (CEFs)

Popular Posts

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General Investment News

Portfolios coming up for review.  Bethe, Millikan, McClintock, Copernicus, and Pauling 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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