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You are here: Home / Archives for Lowell Herr

Schrodinger Portfolio Review: 11 April 2025

April 14, 2025 By Lowell Herr

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 computer.  Eventually I expect Artificial Intelligence will be or is currently […]

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

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, or in this case market indexes and market sectors.  The […]

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

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, but is available for future investing. […]

Filed Under: Critical Material, Miscellaneous, Portfolio Management, Risk Management

Huygens Asset Allocation Portfolio Review: 11 April 2025

April 11, 2025 By Lowell Herr

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 Huygens.  We have domestic and international stock and bonds.  Real Estate is diversified […]

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

McClintock Portfolio Update: 10 April 2025

April 10, 2025 By Lowell Herr

McClintock is the last of the three Sector BPI portfolios to be reviewed this week.  Yesterday’s up market looks to be nothing more than a “Dead Cat Bounce.”  Sectors still under water this morning “mandated” I sell all shares in the holding ETF, SHV, and use the cash to populate the sector ETFs.

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

Carson Portfolio Update: 10 April 2025

April 9, 2025 By Lowell Herr

  The following data was scheduled for publication at least one day ago, but I was distracted due to the market plunge.  This portfolio is the oldest of the Sector BPI portfolios, but it has not been through a volatile market such as we have experienced over the last few days. As I mentioned when […]

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

Franklin Portfolio Update: 8 April 2025

April 8, 2025 By Lowell Herr

Stay the course.  Stick with the investment plan.  That is the advice I am following with the Franklin Sector BPI portfolio in this update.  Shares of SHV were sold to raise cash in order to populate the sectors currently in the oversold zone.  Today’s strong market is most likely a “dead cat bounce.”  Market action […]

Filed Under: Franklin Portfolio, Sector BPI

Bullish Percent Indicators: 4 April 2025

April 5, 2025 By Lowell Herr

“Democracy is the theory that the common people know what they want, and deserve to get it good and hard.” – H. L. Menckken In all the years I’ve been tracking the Bullish Percent Indicators (BPI), as shown below, I never witnessed such a precipitous drop in prices as we experienced the last two trading […]

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

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