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You are here: Home / Archives for Lowell Herr

“Sell In May And Go Away”

May 2, 2024 By Lowell Herr

“The exact provenance of the saying ‘Sell in May and go way, don’t come back until St Leger’s Day’ is unclear but a consensus has formed around the idea that it emerged due to stock market traders

Filed Under: Portfolio Management Tagged With: Portfolio Management

Copernicus Portfolio Review: 1 May 2024

May 1, 2024 By Lowell Herr

Copernicus is an example portfolio designed for young folks who have little or no time to manage an investment portfolio.  All that is required is to open up a broker account, set up monthly deposits, and then log in and purchase shares in one or more of the

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

Two Quarter Rotations of Sector BPI Performance: 29 April 2024

April 29, 2024 By Lowell Herr

The purpose of this blog is to examine in more detail the performance of the eleven (11) Sector BPI portfolios by looking at performance over two quarter periods.  Beginning at the end of the second quarter of 2022 and ending on the first quarter of 2024 we gain a

Filed Under: Portfolio Performance Tagged With: Portfolio Performance

Bullish Percent Indicators: 26 April 2024

April 27, 2024 By Lowell Herr

Updating the Bullish Percent Indicator data is important this week as there are a few changes in the sector arena.  Technology dipped into the oversold zone this week, but rebounded and is no longer recommended for purchase.  I hope readers checked the Forum section of this blog to

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

Franklin Sector BPI Portfolio Review: 5 April 2024

April 5, 2024 By Lowell Herr

Franklin is the Sector BPI portfolio up for review today even though no sectors are in the oversold zone and we sold off all overbought sectors.  The current holdings of Staples and Utilities are residing in the neutral zone.  Over $2,200 remains in cash so we need

Filed Under: Franklin Portfolio, ITA Portfolios, Portfolio Management, Sector BPI Tagged With: Franklin Portfolio, Portfolio Construction, Sector BPI

Tentative Asset Allocation Model

March 30, 2024 By Lowell Herr

Asset Allocation is a popular investing model when it comes to constructing a portfolio.  What asset classes to include and what percentage of each asset is open for debate and discussion.  In the follow example, titled ITA-AA, I’ve selected ten asset classes that come from two sources, Mebane Faber and

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

Bullish Percent Indicators: 29 March 2024

March 30, 2024 By Lowell Herr

Just as one sunny day does not constitute a summer, nor does one strong market day speak well for an entire week.  Not all indexes and sectors of the market moved up this week as one might have anticipated.  Two of the seven indexes reverted to the

Filed Under: Bullish Percent Indicators, ITA Portfolios, Sector BPI, Technical Indicators Tagged With: Bullish Percent Indicators, Sector BPI

Copernicus Portfolio Review: 29 March 2024

March 29, 2024 By Lowell Herr

Passive investing is the name of the game with the Copernicus portfolio.  The philosophy of the Copernicus is to purchase U.S. Equity ETFs when cash is available and to never sell unless there is an emergency.  One major

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

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