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You are here: Home / Archives for Lowell Herr

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

Carson Sector BPI Portfolio Review: 4 January 2024

January 4, 2024 By Lowell Herr

Yellowstone National Park January is off to a slow start when it pertains to U.S. Equities.  As a result numerous sector ETFs have been sold out of a number of ITA portfolios.  This leaves considerable cash lying around requiring some action.  This is also true for the Carson, the portfolio

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

Happy New Year 2024

January 1, 2024 By Lowell Herr

  Happy New Year

Filed Under: Uncategorized Tagged With: Misc

Bullish Percent Indicators: 29 December 2023

December 30, 2023 By Lowell Herr

Bullish Percent Indicator (BPI) data is the driving force behind the Sector BPI investing model.  In the following blog post the top table gives us a broad view of how the U.S. Equities market is performing.  Right now the market is very strong, although it is primarily driven by large-cap

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

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