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You are here: Home / Archives for Lowell Herr

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

Merry Christmas 2023

December 25, 2023 By Lowell Herr

Merry Christmas

Filed Under: Uncategorized Tagged With: Merry Christmas

Intelligent Portfolio: Schrodinger Portfolio Update: 20 December 2023

December 20, 2023 By Lowell Herr

Schwab’s Intelligent Portfolio, the Schrodinger, is up for review today.  This portfolio was launched a number of years ago to answer the question, “Who Will Manage the Family Portfolio When I Die?”  Of the three portfolio investment strategies tracked here at ITA Wealth

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

Bullish Percent Indicators: 15 December 2023

December 15, 2023 By Lowell Herr

Bullish Percent Indicators (BPI) as shown in the following two tables provides a broad behavioral view of the U.S. Equities market.  The second table breaks the market into its eleven different sectors and it is that data we use to manage the Sector BPI portfolios.  With a few portfolios

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

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