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You are here: Home / Archives for Lowell Herr

Copernicus Portfolio Review: 5 May 2025

May 5, 2025 By Lowell Herr Leave a Comment

As I write this blog the U.S. Stock Market is attempting to regain early Monday losses.  As long-time reader know, the Copernicus is an equities only portfolio.  The management model is to save and purchase S&P 500 ETFs.  Based on the current administration generated chaos I am moving

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

Bullish Percent Indicators: 2 May 2025

May 3, 2025 By Lowell Herr 3 Comments

Market action over the past few days has been sufficient to push ITA portfolios to a higher level than they were on March 31, 2025.  This recent push only elevates the Buffett Indicator and Shiller PE Ratio. Index BPI All indexes are currently bullish and

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

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

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  • Millikan Portfolio Review: 1 July 2025 July 1, 2025
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  • Carson Sector BPI Portfolio Review: 18 June 2025 June 19, 2025
  • Franklin Sector BPI Portfolio Review: 12 June 2025 June 12, 2025
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  • Lowell Herr on Millikan Portfolio Review: 1 July 2025
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  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Lee Cash on Closed End Funds (CEFs): 19 May 2025
  • Lee Cash on Selecting Closed End Funds (CEFs)
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  • Lowell Herr on Selecting Closed End Funds (CEFs)
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  • Bullish Percent Indicators: 11 April 2025
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  • Franklin Portfolio Update: 8 April 2025

General Investment News

Portfolios coming up for review.  Bethe, Millikan, McClintock, Copernicus, and Pauling 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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  • Bohr Portfolio Review: 24 August 2022
  • Bullish Percent Indicators: 23 February 2024
  • Kahneman-Tversky Portfolio Review: 3 February 2023
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