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You are here: Home / Archives for Lowell Herr

Bullish Percent Indicators: 2 February 2024

February 2, 2024 By Lowell Herr

U.S. Equities ended the week on a strong note.  Is this reflected in the Bullish Percent Indicators?  Did any sectors drop into the oversold zone?  Follow the tables below for answers to these questions. If you are blocked from reading this blog, register as a Guest and then wait to be elevated to the Platinum […]

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

Copernicus Portfolio Review: 2 February 2024

February 2, 2024 By Lowell Herr

Early in the month is an excellent time to review portfolios such as the Copernicus and Schrodinger as both are “no-brain” portfolios in that neither require any significant decisions.  One does not need a degree in Finance from the University of Chicago to manage these portfolios.  While the Schrodinger

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

Schrodinger Portfolio Review: 1 February 2024

February 1, 2024 By Lowell Herr

February is here and it is time for the crocus to bloom in Oregon.  Early in any given month is an excellent time to review the Schrodinger as no decisions are required.  This is a Save & Watch style

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

McClintock Portfolio Review: 22 January 2024

January 23, 2024 By Lowell Herr

Yesterday the Dow Jones Industrial Average (DJIA) closed above 38,000 for the first time in history.  A few readers may recall a book titled:  Dow 36,000: The New Strategy for Profiting From the Coming Rise in the Stock Market written by James K. Glassman and Kevin

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

Bullish Percent Indicators: 19 January 2024

January 20, 2024 By Lowell Herr

Before looking up any Bullish Percent Indicator data I envision or guess what the various indexes and sectors will show.  Will the trends be bullish or bearish.  Based on a strong Friday market I anticipated a number of the indexes and sectors would turn bullish.  Not so. 

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

Relative Portfolio Performance Data: 12 January 2024

January 13, 2024 By Lowell Herr

Below is 24.5 months of date for the ITA portfolios I track.  This list does not include the portfolios managed and reported on by Hedgehunter.  The Annual IRR column of data is accurate as of 1/12/2024 while the remainder of the data is current as of the

Filed Under: Portfolio Performance Tagged With: Portfolio Performance

Bullish Percent Indicators: 12 January 2024

January 13, 2024 By Lowell Herr

This week the general trend for U.S. Equities was down, although there were a few exceptions.  Five of the seven indexes are bearish while nine of the eleven sectors come in with the same bearish message.  No sectors are sufficiently bearish to call

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

Schrodinger Portfolio Review: 8 January 2024

January 8, 2024 By Lowell Herr

Schrodinger is an excellent portfolio to review on a Monday as no decisions are required.  As long-time readers know, the Schrodinger is an Intelligent Portfolio managed by computer algorithms at Schwab.  These portfolios are sometimes known as Robo Advisor portfolios. 

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

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