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You are here: Home / Archives for Lowell Herr

Pauling Portfolio Update: 13 July 2026

July 13, 2026 By Lowell Herr Leave a Comment

  The Pauling is another portfolio undergoing asset allocation changes in an effort to both improve performance while providing additional protection against a major market draw-down.  Interest rates moved up for the 30-year bond as there were fewer buyers.  Higher interest rates do not bode well for the market.  However, the U.S. Equities market continues […]

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

Franklin Sector BPI Portfolio Update: 10 July 2026

July 10, 2026 By Lowell Herr Leave a Comment

Franklin is one of three Sector BPI portfolios tracked here on the ITA educational blog.  Investors interested in this model should follow the Carson and McClintock portfolios as well as this one.  In addition, when there is a Buy or Sell recommendation based on Point and Figure (PnF) data, I post the information on the […]

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

Bethe Portfolio Redesigned: 9 July 2026

July 9, 2026 By Lowell Herr Leave a Comment

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Filed Under: Bethe Portfolio, Portfolio Construction Tagged With: Bethe Portfolio, Portfolio Management

Schrodinger Portfolio Update: 8 July 2026

July 8, 2026 By Lowell Herr Leave a Comment

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

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

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