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You are here: Home / Archives for Lowell Herr

Bohr Portfolio Review: 7 July 2026

July 7, 2026 By Lowell Herr Leave a Comment

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

McClintock Sector BPI Portfolio Update: 2 July 2026

July 2, 2026 By Lowell Herr Leave a Comment

McClintock is the Sector BPI portfolio due for an update.  This morning I checked the Point and Figure (PnF) graphs.  Energy (VDE) is still a Buy.  I assume everyone purchased the required number of shares.  Again, the number of shares is based on the three-year volatility average.  Overbought sectors are Financial and Health represented by […]

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

Kepler Portfolio Review: 1 July 2026

July 1, 2026 By Lowell Herr Leave a Comment

Florida Management of the Kepler is not significantly different than how I am handling the Huygens portfolio.  Both portfolios are set up around a group of diversified asset classes.  Exchange Traded Funds (ETFs) hold stocks within the different asset classes.

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

Huygens Portfolio Update: 30 June 2026

July 1, 2026 By Lowell Herr Leave a Comment

Huygens is the asset allocation portfolio scheduled for an update this first day of July.  Little action is necessary as the Huygens is rounding into shape as far as bringing the various asset classes into balance.

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

Financial Repression Portfolio Update From ChatGPT

June 30, 2026 By Lowell Herr Leave a Comment

Florida As the U.S. Equities Market moves higher the Buffett Indicator continues to flash a warning that we are just waiting for the pin to be pulled on the grenade.  Based on an overvalued market I once more asked ChatGPT to create a diversified portfolio that stands a good chance or resisting a market correction […]

Filed Under: Critical Material, Asset Allocation, Beginning Investors, Income, Portfolio Construction, Portfolio Management Tagged With: Financial Repression, Portfolio Construction

Millikan Portfolio Review: 29 June 2026

June 30, 2026 By Lowell Herr Leave a Comment

“Preserving wealth in retirement requires more than pursuing returns—it requires preparing for periods when financial markets and government policies work against investors. History has shown that extended market corrections, rising inflation, low real interest rates, and increasing government debt can create an environment in which traditional investment strategies struggle to protect purchasing power. A thoughtfully […]

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

Kepler Portfolio Update: 23 June 2026

June 26, 2026 By Lowell Herr Leave a Comment

Kepler is the portfolio up for review this morning and there are few changes as cash is limited or orders are already in place for purchase.  The revised asset allocation model is set up to resist Financial Repression.  This is a test portfolio to keep an eye on over the next 2.5 years or until […]

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

Gauss Portfolio Review: 25 June 2026

June 25, 2026 By Lowell Herr Leave a Comment

  Gauss is the asset allocation portfolio up for review.  Few changes are taking place with the U.S. Equities market this high and the overall concern of an overvalued market based on the Shiller PE ratio as well as the Buffett Indicator hovering in “nose bleed” territory. The following analysis explains how I am handling […]

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

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  • Kepler Portfolio Update: 27 August 2026 August 24, 2026
  • Darwin 2026 Portfolio Review: 21 August 2026 August 23, 2026
  • Millikan Portfolio Review: 20 August 2026 August 20, 2026
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  • Lowell Herr on Gauss Portfolio Update: 17 August 2026
  • Lee Cash on Gauss Portfolio Update: 17 August 2026
  • Lowell Herr on Gauss Portfolio Update: 17 August 2026

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Portfolios coming up for review.  Kepler, McClintock, Huygens, and Bohr 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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