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You are here: Home / Archives for Lowell Herr

Bullish Percent Indicators: 15 September 2023

September 16, 2023 By Lowell Herr

While there are a few changes in the Bullish Percent Indicators this week it is unlikely any moves will impact the Sector BPI Plus portfolios.  This assumes all the Buy and Sell orders are already in place. Index BPI The NASDAQ 100 and DJIA moved

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

Copernicus Portfolio Review: 12 September 2023

September 12, 2023 By Lowell Herr

The philosophy behind the Copernicus is two fold.  1) Simplicity of implementation.  2) Utilize the concept of dollar cost averaging. Young investors will find this investing model to their liking as it takes the guess work out of investing.  All one

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

Millikan Sector BPI Plus Portfolio Review: 8 September 2023

September 8, 2023 By Lowell Herr

Millikan is another Sector BPI Plus portfolio that is meeting expectations.  If you are a new reader, check past blog posts on the Sector BPI investing model or keep reading the Sector BPI portfolio reviews that show up nearly every week.  We use Bullish Percent

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

Bullish Percent Indicators: 1 September 2023

September 2, 2023 By Lowell Herr

We need more weeks like this one as all indexes increased or held even in the percentage of bullish stocks.  Nearly all sectors also improved during the week.  Two sectors, Staples and Utilities, merit watching as both are close to the oversold zone. Index

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

Schrodinger Portfolio Review: 28 August 2023

August 28, 2023 By Lowell Herr

Schrodinger is the passively managed portfolio up for review this morning.  As a Robo Advisor or computer managed portfolio the owner of this portfolio does nothing except save or withdrawal from the account.  On rare occasions the Stock/Bond ratio may be altered, but I don’t

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

Bullish Percent Indicators: 25 August 2023

August 26, 2023 By Lowell Herr

Before beginning the BPI blogs I attempt to intuit the direction of the X and O side of the following tables.  When the stock market rebounded Friday I assumed we might see a few more X’s show up, particularly within the sectors.  Not so as only two sectors are bullish.

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

Millikan Portfolio Review: 23 August 2023

August 23, 2023 By Lowell Herr

Millikan is another Sector BPI Plus portfolio.  This portfolio began as a Dual Momentum™ model portfolio and I shifted it over to the Sector BPI model as the hypothesis seemed to be stronger than the DM approach.  More

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

Bullish Percent Indicators: 18 August 2023

August 19, 2023 By Lowell Herr

The dog days of summer are at work when it comes to U.S. Equities as we observe another down week for stocks.  All the major indexes declined in the number of bullish stocks and we are getting close to a buy in one sector.  More

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

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