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You are here: Home / Archives for Lowell Herr

Carson Sector BPI Portfolio Update: 12 August 2026

August 12, 2026 By Lowell Herr 1 Comment

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

Einstein Portfolio Update: 10 August 2026

August 10, 2026 By Lowell Herr Leave a Comment

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Filed Under: Einstein Portfolio, Asset Allocation Tagged With: Kepler Portfolio

Pauling Portfolio Review: 7 August 2026

August 7, 2026 By Lowell Herr Leave a Comment

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Filed Under: Pauling Portfolio, Asset Allocation, Portfolio Construction, Portfolio Management Tagged With: Asset Allocation, Pauling Portfolio

Franklin Portfolio Update: 6 August 2026

August 6, 2026 By Lowell Herr Leave a Comment

We are a few months away from collecting four years of data for the Franklin Sector BPI portfolio.  As with the Carson and McClintock, the Sector Bullish Percent Indicator investing model is working better than anticipated when I first launched this investing model. Using Bullish Percent Indicator (BPI) data from StockCharts for the eleven different […]

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

Bethe Portfolio Update: 5 August 2026

August 5, 2026 By Lowell Herr Leave a Comment

Bethe is an asset allocation portfolio that was revised last March in an attempt to withstand a potential market correction or recession.  The reallocation of assets is now driven more by dividends than capital growth. This morning I added a few shares of BIL and set a limit order to purchase more shares of Real […]

Filed Under: Bethe Portfolio, Asset Allocation, Income, Portfolio Construction, Portfolio Management Tagged With: Asset Allocation, Bethe Portfolio

Schrodinger Portfolio Update: 4 August 2026

August 4, 2026 By Lowell Herr 2 Comments

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

Bohr Portfolio Review: 3 August 2026

August 3, 2026 By Lowell Herr Leave a Comment

The Bohr portfolio is an asset allocation account that recently (5/1/26) experienced a revamping of the allocations in order to suppress the impact of a potential market decline.  As readers will see in the next screenshot, all asset classes are below target with exception of SCHO, the short-term treasury I use to park cash.  When […]

Filed Under: Bohr Portfolio, Asset Allocation, Portfolio Construction, Portfolio Management Tagged With: Asset Allocation, Bohr Portfolio

Huygens Portfolio Review: 31 July 2026

July 31, 2026 By Lowell Herr Leave a Comment

Huygens is the asset allocation portfolio scheduled for review this morning.  Since I first started this blog shares of GLDM and IAU were sold and the money was reinvested in short-term treasuries, SCHO.  This move will lower the portfolio beta which in turn will elevate the Jensen Alpha value. Huygens Asset Allocation Model Limit orders […]

Filed Under: Huygens Portfolio, Asset Allocation, Portfolio Construction, Portfolio Management Tagged With: Asset Allocation, Huygens Portfolio

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  • Einstein Portfolio Review: 30 September 2026 September 30, 2026
  • Franklin Sector BPI Portfolio Update: 28 September 2026 September 28, 2026
  • Dirac 2026 Portfolio Review: 25 September 2026 September 28, 2026
  • Bethe Portfolio Review: 25 September 2026 September 25, 2026
  • McClintock Sector BPI Portfolio Update: 24 September 2026 September 24, 2026
  • Darwin Portfolio Review: 22 September, 2026 September 22, 2026
  • Huygens Portfolio Review: 22 September 2026 September 22, 2026

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  • Lowell Herr on McClintock Sector BPI Portfolio Update: 24 September 2026
  • Stellaluna on Carson Sector BPI Portfolio Review: 8 September 2026
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  • Lowell Herr on Carson Sector BPI Portfolio Review: 8 September 2026
  • Lowell Herr on Carson Sector BPI Portfolio Review: 8 September 2026
  • Robert Warasila on Carson Sector BPI Portfolio Review: 8 September 2026
  • Lowell Herr on Carson Sector BPI Portfolio Review: 8 September 2026
  • Robert Warasila on Carson Sector BPI Portfolio Review: 8 September 2026
  • Lowell Herr on Huygens Portfolio Review: 28 August 2026
  • John Distasio on Bohr Portfolio Update: 28 August 2026

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Portfolios coming up for review.  Franklin, Einstein, Bohr, and Schrodinger 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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