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You are here: Home / Archives for Lowell Herr

Buffett Indicator & Shiller PE Ratio

May 2, 2025 By Lowell Herr Leave a Comment

Canyonland National Park Over the last few weeks I’ve been setting Trailing Stop Loss Orders (TSLOs) for VTI, VOO, and SCHG when portfolios holding these securities come up for review.  The tariff wars are causing market uncertainty, but tariffs are not the only reason for setting TSLOs.  Erratic administration behavior

Filed Under: Critical Material, Portfolio Management, Risk Management Tagged With: Critical Material, Risk Management

Millikan Portfolio Review: 1 May 2025

May 1, 2025 By Lowell Herr Leave a Comment

Headline news this morning – “Trump’s tariffs have left businesses in a ‘state of near paralysis’.” Advanced planning is nearly impossible do to an erratic administration that is in the hands of one person.  A person who was not even able to make casinos a success. Based

Filed Under: Millikan Portfolio, Asset Allocation, Passive vs. Active, Portfolio Construction, Portfolio Management, Risk Management Tagged With: Asset Allocation, Millikan Portfolio

McClintock Sector BPI Portfolio Review: 29 April 2025

April 29, 2025 By Lowell Herr Leave a Comment

McClintock is one of three portfolios managed using the Sector BPI model.  The other two are the Carson and Franklin, named after Rachel and Rosalind respectively.  During the recent market declines numerous sectors dropped into the oversold zone.  In other words, many sectors ended up with 30%

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

Bullish Percent Indicators: 17 April 2025

April 19, 2025 By Lowell Herr Leave a Comment

Most weeks there is so little market action among the major sectors and indexes that updating the Bullish Percent Indicator (BPI) data is unnecessary.  Tariff uncertainty is roiling the markets to where updating is meaningful.  The two tables below examine what is happening to seven major U.S. Equity markets and

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

Schrodinger Portfolio Review: 11 April 2025

April 14, 2025 By Lowell Herr 1 Comment

Schrodinger is the gold standard when it comes to passive investing.  This portfolio answers the question, “Who will manage the family portfolio when I die?”  This style portfolio goes by several titles.  The general classification is Robo Advisor where the portfolio is managed by

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

Bullish Percent Indicators: 11 April 2025

April 12, 2025 By Lowell Herr 1 Comment

Based on the high volatility of the U.S. Equities market this week I thought it expedient to post the latest Bullish Percent Indicator (BPI) data.  For those not familiar with BPI graphs, it is an entirely different way to plot price movements of stocks, ETFs,

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

What Should I Do If I Sell My House or Come Into An Inheritance?

April 11, 2025 By Lowell Herr 1 Comment

The answer to the above question of what to do with a sizable infusion of new cash has multiple answers.  This blog lays out one path for individuals fortunate enough to be faced with this question.  The following plan assumes one does not need this money for living expenses,

Filed Under: Critical Material, Portfolio Management, Risk Management

Huygens Asset Allocation Portfolio Review: 11 April 2025

April 11, 2025 By Lowell Herr Leave a Comment

Huygens is one of numerous portfolios managed using the time tested Asset Allocation approach.  While different asset classes or even different securities might be used, the basic approach is to diversify across the globe.  Readers see this is the plan for the

Filed Under: Huygens Portfolio, Asset Allocation, Passive vs. Active, Portfolio Construction, Portfolio Management Tagged With: Asset Allocation, Huygens Portfolio

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