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You are here: Home / Archives for Lowell Herr

Bullish Percent Indicators: 31 May 2024

June 1, 2024 By Lowell Herr

Friday’s uptick near the market close was insufficient to counter the broad decline in the major indexes and sectors of U.S. Equities.  I assumed we might see a few sectors turn bullish based on the surge late Friday.  Not so.  Only one index and one sector are currently bullish and

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

Huygens Asset Allocation Portfolio Update: 30 May 2024

May 30, 2024 By Lowell Herr

Huygens is one of three portfolio operating under the Asset Allocation investing model.  The other two are the Pauling and Schrodinger.  The Schrodinger is slightly different in that computers are used to manage the allocations. Only recently did I move the Huygens to the Asset Allocation model so we need

Filed Under: Huygens Portfolio, Asset Allocation Tagged With: Huygens Portfolio

Pauling Asset Allocation Portfolio Review: 29 May 2024

May 29, 2024 By Lowell Herr

Pauling is a recent Asset Allocation portfolio as performance has been a disappointment.  Thus the change.  If this Asset Allocation model does not show improvement over the next few months I’ll recommend shifting this portfolio to a Schwab Intelligent Portfolio or a model similar to the Schrodinger. The

Filed Under: Pauling Portfolio, Asset Allocation Tagged With: Asset Allocation, Pauling Portfolio

Gauss Sector BPI Portfolio Review: 27 May 2024

May 27, 2024 By Lowell Herr

Sending best wishes to all readers on this Decoration Day. Gauss is the Sector BPI portfolio up for review.  This particularly portfolio is set up with an expanded investment quiver that includes developed international equities

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

Bullish Percent Indicators: 24 May 2024

May 25, 2024 By Lowell Herr

Bullish Percent Indicators (BPI) provide a different way of looking at or checking market action.  The data provided in the two following tables is quite provincial in that the data focuses on U.S. markets and omits all international markets.  Keep that in mind as

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

Schrodinger Portfolio Review: 16 May 2024

May 16, 2024 By Lowell Herr

One of my favorite portfolios, the Schrodinger, is scheduled for review this morning.  Why is it a favorite?  1) It is easy to manage as there is nothing to do but save.  2) Performance is excellent.  3) It is tax efficient if the account is greater than $50,000. 

Filed Under: Schrodinger Portfolio, Asset Allocation, Portfolio Management Tagged With: Asset Allocation, Schrodinger Portfolio

Copernicus Portfolio Review: 13 May 2024

May 13, 2024 By Lowell Herr

Next to the Schrodinger Intelligent Portfolio the Copernicus is the easiest portfolio to manage as all one needs to do is save and invest in one of several U.S. Equities ETFs.  Unless there is an emergency, never sell.  This investment management model is specifically designed

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

Millikan Sector BPI Portfolio Review: 10 May 2024

May 11, 2024 By Lowell Herr

The Millikan Sector BPI portfolio is a continuation of support for this particular investing model.  This review includes nearly 1.5 years of data so it is not the youngest or the oldest Sector BPI portfolio.  Historical data is beginning

Filed Under: Millikan Portfolio, Portfolio Management, Portfolio Performance, Risk Management, Sector BPI Tagged With: Millikan Portfolio, Portfolio Management, Portfolio Performance

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