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You are here: Home / Archives for Lowell Herr

McClintock Sector BPI Portfolio Review: 9 September 2024

September 9, 2024 By Lowell Herr

Before diving into the update of the McClintock, readers need to know that Yahoo has shut the door on free downloading of data.  If you are a Kipling spreadsheet user, Tiingo Adj. Price is still working so use that option to download price data until further notice. And now for the update of this small […]

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

Millikan Sector BPI Portfolio Review: 6 September 2024

September 6, 2024 By Lowell Herr

Before digging into the Millikan Sector BPI review I checked to see if any sectors dropped into the oversold zone.  None made this move so there are no recommendations to purchase any sectors or sector ETFs.  Of the overbought sectors, TSLOs are already in place from recommendations that have been in place for several weeks. […]

Filed Under: Millikan Portfolio, Portfolio Management, Sector BPI Tagged With: Millikan Portfolio, Sector BPI

Gauss Sector BPI Portfolio Review: 4 September 2024

September 4, 2024 By Lowell Herr

This morning the Sector BPI Gauss portfolio is up for review.  As readers will recall, no sectors are currently oversold so no buy or purchase recommendations are eminent.  Energy was very close when last checked so I have a limit order in place for VDE with a price well below the current price. While the […]

Filed Under: Gauss Portfolio, Portfolio Management, Sector BPI Tagged With: Gauss Portfolio, Sector BPI

Bethe Asset Allocation Portfolio Review: 3 September 2024

September 3, 2024 By Lowell Herr

As one of the numerous Asset Allocation portfolios, Bethe is beginning to round into shape.  Or to put it another way, the various asset classes are slowly coming into balance.  This morning shares of TLT and QQQ were added to the portfolio. So as to be tax efficient, the goal of Bethe is to never […]

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

Pauling Asset Allocation Portfolio: 29 August 2024

August 29, 2024 By Lowell Herr

Pauling is one of numerous Asset Allocation (AA) portfolios.  I moved several portfolios over to this model due to the outstanding performance of the Schrodinger, a computer managed AA portfolio.  I am also returning to the root of my investing instincts.  As a summary, here are the basic investing models I am using here at […]

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

Carson Sector BPI Portfolio Review: 29 August 2024

August 28, 2024 By Lowell Herr

The oldest Sector BPI portfolio is up for review this morning.  Carson is the best test of this unique investing model and there were changes this week as Technology (VGT) hit the 3% limit and was sold out of the portfolio.  It was only a short time ago that Technology dipped into the oversold zone […]

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

Schrodinger Portfolio Review: 26 August 2024

August 26, 2024 By Lowell Herr

Schrodinger is the lone Robo Advisor portfolio or what Schwab calls, an Intelligent Portfolio.  In this review I will go over the current holdings, performance data, and risks involved.  ITA readers know that I advocate both security diversification as well as portfolio diversification.  In my opinion, every family should hold an Intelligent Portfolio.  If the […]

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

Bullish Percent Indicators: 23 August 2024

August 24, 2024 By Lowell Herr

Several weeks passed since I last posted any Bullish Percent Indicator (BPI) data.  No recommendations were forthcoming so it was not necessary to fill up the blog with useless data.  That changed this week as several sectors moved into the overbought zone requiring some attention to Sector BPI portfolios.  Friday’s market brought another change in […]

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

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  • 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
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  • Creating a Recession Proof Portfolio September 20, 2026
  • Millikan Asset Allocation Portfolio Update: 16 September 2026 September 17, 2026
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  • Schrodinger Portfolio Update: 8 July 2026
  • Millikan Portfolio Review: 20 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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  • Millikan Sector BPI Portfolio Review: 27 December 2024
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