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You are here: Home / Archives for Lowell Herr

Bullish Percent Indicators: 14 July 2023

July 15, 2023 By Lowell Herr

Investors employing the Sector BPI Plus model will find useful information in the follow Bullish Percent Indicator data.  Looking at the index information we see a U.S. stock market driven by large-cap stocks.  Small- and mid-cap stocks are strengthening, but have yet to fully participate in the

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

Copernicus Portfolio Review: 11 July 2023

July 11, 2023 By Lowell Herr

Now that we are well into July and all second quarter dividends are reported, it is time to update the ITA portfolios and record those dividends.  Dividends are in short supply for the Copernicus as this is a growth oriented portfolio, not an income generator.  As a

Filed Under: Copernicus Portfolio, ITA Portfolios, Passive vs. Active, Tranche Investing Tagged With: Copernicus Portfolio

Franklin Sector BPI Portfolio Update: 8 July 2023

July 8, 2023 By Lowell Herr

  As a followup to the BPI data posted earlier this morning, updating the Franklin will explain to ITA readers how one handles the sale of VNQ.  Real Estate BPI data recommended selling all shares a few weeks ago.  When the sell signal showed

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

4 July 2023

July 4, 2023 By Lowell Herr

  Wishing all ITA readers a safe and relaxing 4th.

Filed Under: Uncategorized Tagged With: Miscellaneous

Bohr Portfolio Update: 3 July 2023

July 3, 2023 By Lowell Herr

Now that the second quarter is history, portfolios lagging in performance are under scrutiny.  The Bohr is one such portfolio.  With all the positive signals emanating from the Sector BPI investing model. with permission from the owner, I am in the process of

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

Schrodinger Portfolio Update: 3 July 2023

July 3, 2023 By Lowell Herr

The Schrodinger is an Intelligent Portfolio based at Schwab.  At least this is how Schwab identifies portfolios managed by computer.  I think of this investing style as Robo Advisor portfolios.  Regardless, this type of investment is as easy as

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

Carson Sector BPI Portfolio Review: 1 July 2023

July 1, 2023 By Lowell Herr

Earlier today I posted Internal Rate of Return (IRR) data on the Sector BPI Plus portfolios.  This review of the Carson, one of four Sector BPI portfolios, walks readers through the process of how to manage a sector portfolio. Carson Investment Quiver Below is the current

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

Sector BPI Update: 30 June 2023

July 1, 2023 By Lowell Herr

This past week I posted Internal Rate of Return (IRR) data for the combined performance of sectors used in the four Sector BPI Plus portfolios tracked here at ITA.  Publishing only IRR data, while truthful, can be misleading when securities are held for short periods.  The following data

Filed Under: Sector BPI Tagged With: Sector BPI

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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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