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You are here: Home / Archives for Lowell Herr

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

Analyzing Sector Investing Model Sector By Sector: 13 December 2023

December 14, 2023 By Lowell Herr

How well is the Sector BPI investing model performing is a cogent question?  Carson is the oldest portfolio using this investing model and it is less than two years old.  Other portfolios were gradually switched to this model as the data began to support a move

Filed Under: Sector BPI Tagged With: Sector BPI

Copernicus Update: 11 December 2023

December 11, 2023 By Lowell Herr

Next to the Schrodinger portfolio the Copernicus is the easiest to manage.  In addition, the Copernicus is the top performer so that tells us something.  Keep it simple.  With the Schrodinger, all one does is electronically transfer money from a checking account into the broker, Schwab in the

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

Schrodinger Portfolio Review: 1 December 2023

December 1, 2023 By Lowell Herr

Are you looking for a portfolio that requires no decisions?  If so, the Schrodinger is for you.  This portfolio was initially set up to answer the question – “Who Will Manage the Family Portfolio When I Die?  The following analysis of this Robo Advisor portfolio answers

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

Sector BPI Portfolio Report: 27 November 2023

November 27, 2023 By Lowell Herr

For some reason I keep thinking the Sector BPI model is close to two years old.  In fact, the Carson Sector BPI model was launched a little over a year ago.  A number of ITA portfolios held shares in Real Estate (VNQ) nearly from the very first

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

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  • McClintock Sector BPI Portfolio Update: 2 July 2026 July 2, 2026
  • Millikan Portfolio Review: 29 June 2026 June 30, 2026
  • Copernicus Portfolio Update: 23 June 2026 June 23, 2026
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Portfolios coming up for review.  Millikan, Huygens, McClintock, and Bethe are the critical portfolios next up for review.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

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  • Franklin Sector BPI Portfolio Review: 12 May 2026
  • Schrodinger Portfolio Review: 1 February 2024
  • Schrodinger Portfolio Update: 25 September 2025
  • Checking Up On McClintock: 5 October 2022
  • Schrodinger Portfolio Review: 11 June 2026
  • Rutherford Portfolio Review (Tranche 2): 7 July 2023

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