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You are here: Home / Archives for Lowell Herr

McClintock Portfolio Review: 13 May 2022

May 13, 2022 By Lowell Herr Leave a Comment

McClintock is one of four Dual Momentum™ portfolios tracked at ITA.  This investing model is designed to protect capital.  How well is this portfolio meeting this goal.  While the Schrodinger lost approximately 6.0% in April, the McClintock decline 2.6%.  That is a significant difference.

Filed Under: McClintock Portfolio, Dual Momentum Tagged With: McClintock Portfolio

Schrodinger Portfolio Review: 13 May 2022

May 13, 2022 By Lowell Herr 2 Comments

The Schrodinger is the Robo Advisor or computer managed portfolio.  Schwab calls it an intelligent portfolio.  This period of market volatility is an excellent test to see how this Buy-Hold-Rebalance portfolio is performing compared to other investing models used here at ITA.  Look for Internal Rate of Return comparisons in a blog I’ll post tomorrow.  […]

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

Gauss Portfolio Review: 08 April 2022

April 8, 2022 By Lowell Herr Leave a Comment

Gauss is one of the classic Relative Strength or Relative Momentum portfolios.  Relative Strength (RS) portfolios operate much as do the Dual Momentum™ (DM) portfolios, only more ETFs are included in the investment quiver and the portfolios are much more diversified.  Whereas the DM portfolios concentrate on one security at a time, RS portfolios diversify […]

Filed Under: Gauss Portfolio Tagged With: Gauss Portfolio

Carson Trio Reviews: 31 March 2022

April 1, 2022 By Lowell Herr 2 Comments

  With the first quarter of 2022 history, it is time to update the Carson Trio.  These three portfolios are an experiment where three investing models, built into the Kipling spreadsheet, are under investigation.  The three models go by the letters, BHS, HA, and LRPC.  There is a fourth model, Dual Momentum™ usable by Kipling […]

Filed Under: Carson LRPC, Carson BHS, Carson HA Tagged With: Carson Trio

Pauling Portfolio Review: 25 March 2022

March 25, 2022 By Lowell Herr 1 Comment

Early in March the Pauling portfolio ranked #12 out of 16 in IRR performance and #8 when calculating for risk.  For comparison, the Schrodinger ranked #5 in IRR and #9 on a risk adjusted basis.  I plan to post an update on the performance numbers this weekend to see if there are any major changes […]

Filed Under: Pauling Portfolio, Dual Momentum Tagged With: Dual Momentum, Pauling Portfolio

Franklin Portfolio Update: 23 March 2022

March 23, 2022 By Lowell Herr Leave a Comment

Next to the youngest of the ITA portfolios is the Franklin, launched at the end of November of 2020.  This launch date is the reason the performance data uses 11/30/2020 as the starting date.  Only the Copernicus, launched this past January is younger.  As one of the Dual Momentum™ portfolios participating in a look-back experiment, […]

Filed Under: Franklin Portfolio Tagged With: Franklin Portfolio

Galileo Portfolio Review: 22 March 2022

March 22, 2022 By Lowell Herr 3 Comments

The Dual Momentum™ Galileo portfolio is scheduled for review this afternoon.  A few settings are important to consider.  The obvious setting are:  1) The investing model is set to DM.  2) The VTI target filter is turned off.  Less obvious is the look-back period.  With the Galileo I’m using the default combination of 60- and […]

Filed Under: Galileo Portfolio, Dual Momentum Tagged With: Dual Momentum, Galileo Portfolio

Bullish Percent Indicators: 19 March 2022

March 19, 2022 By Lowell Herr Leave a Comment

Normally, I don’t use this Bullish Percent Indicator (BPI) data to manage or influence portfolio management decisions.  I use it to give a broad view of how the U.S. Equities market is performing.  However, I did take advantage of BPI data when the technology sector dipped into the oversold zone several weeks ago.  Readers recall […]

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

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