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You are here: Home / Archives for Lowell Herr

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

Bullish Percent Indicators: 30 June 2023

July 1, 2023 By Lowell Herr

We end the second quarter of 2023 on a strong note with the vast majority of indexes and sectors bullish.  The “Misery Index” stands at 7.7 or one of the lower values for an administration approaching reelection for a second term. New

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

Analyzing Sector BPI Investing Model Sector By Sector: 29 June 2023

June 29, 2023 By Lowell Herr

As we near the end of the second quarter I thought readers might find it useful to see some data as to how well the different sectors performed when used in the Sector BPI Plus model.  What I did was use the Investment Account Manager (IAM) commercial portfolio

Filed Under: Sector BPI, ITA Portfolios

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