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You are here: Home / Archives for Lowell Herr

Bullish Percent Indicators: 18 March 2023

March 18, 2023 By Lowell Herr

This week the Bullish Percent Indicators produce interesting information as well as several anomalies.  If you are an investor interested or already using the Sector BPI model, there is new information for readers. Index BPI Friday’s market action

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

Schrodinger Portfolio Review: 15 March 2023

March 14, 2023 By Lowell Herr

One of two reference portfolios is the Schrodinger.  The other is the Copernicus.  Were one to lose all spreadsheets and access to databases, these two different investing models would survive and serve the investor quite well.  As for the term

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

Bullish Percent Indicators: 24 February 2023

February 25, 2023 By Lowell Herr

Bullish Percent Indicators are ending February in a downward trend.  All major indexes are bearish, yet none are in the over-sold zone.  We need to check on Sectors to pick up an over-sold condition. Just a short word regarding the above photograph.  This past week Portland experienced the

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

Carson Portfolio Review: 20 February 2023

February 18, 2023 By Lowell Herr

Earlier this morning I posted BPI data and that information will impact the four Sector BPI portfolios, the Carson being one.  This review will lay out the process I go through when working with a Sector BPI portfolio.  From the BPI data

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

Celebrating 15 Years of ITA Wealth Management: 14 February 2023

February 14, 2023 By Lowell Herr

In addition to Valentine’s Day, today is the 15th anniversary of the launch of ITA Wealth Management.  Investing evolution is evident since my first blog back in 2008.  As you may recall, the stock market was in free-fall that year and it extended through the first quarter of

Filed Under: Uncategorized Tagged With: Miscellaneous

Huygens Portfolio Review: 9 February 2023

February 9, 2023 By Lowell Herr

As one of three income oriented portfolios, the Huygens turned in an excellent January with a gain in excess of 11.0%.  I don’t anticipate this increase will continue. This review or update will show a few necessary changes as two Closed-End-Funds (CEFs) are not meeting

Filed Under: Huygens Portfolio, Income Tagged With: Huygens Portfolio, Income

Carson Portfolio Review: 1 February 2023

February 1, 2023 By Lowell Herr

Welcome to February.  We are two days away from the mid-point of winter in the northern hemisphere.  What better way to open the month than to review the Carson portfolio.  Depending on your holdings in a Sector BPI portfolio, there may be a few recommendations

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

Bullish Percent Indicators: 27 January 2023

January 28, 2023 By Lowell Herr

“Bullish percent indicators are technical analysis tools used to determine the percentage of stocks in a particular market index that are currently trading above their respective point of recognition (POR), or “bullish reversal point.” These indicators are typically used to identify market trends and to help traders make buy and

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

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