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You are here: Home / Archives for Lowell Herr

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

Copernicus Portfolio Review: 27 January 2023

January 27, 2023 By Lowell Herr

Investors looking for simplicity need look no further than the Copernicus model.  All that is required is the discipline to save and invest in U.S. Equities.  It is simple as that.  The Copernicus is definitely a model for young investors who do not have time to spend working

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

Bullish Percent Indicators: 20 January 2023

January 21, 2023 By Lowell Herr

Investors managing a Sector BPI model portfolio will find the data below of interest.  On Monday I’ll check in on the Carson and use this data to make any changes, if recommended.  Follow along for more analysis. Index BPI The only major index over-bought is the Dow

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

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