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You are here: Home / Archives for Lowell Herr

Franklin Sector BPI Portfolio Review: 11 March 2024

March 11, 2024 By Lowell Herr

Time is Archimedes’ lever in investing – Charles D. Ellis “In this portfolio review, we focus on analyzing the sector bullish percent indicators within the Franklin investment portfolio. As of 11 March 2024, our assessment reveals the performance and trends exhibited by these indicators. It is crucial to note that the sector bullish percent indicators […]

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

Bullish Percent Indicators: 8 March 2024

March 9, 2024 By Lowell Herr

Innovation is the ability to see change as an opportunity – not a threat. – Anonymous “In the realm of sector investing, Bullish Percent Indicators (BPI) serve as valuable analytical tools. These indicators help investors gauge the overall sentiment and strength of a particular sector within the market. By tracking BPI, investors can make informed […]

Filed Under: Bullish Percent Indicators, Portfolio Construction, Portfolio Management, Risk Management, Sector BPI, Technical Indicators Tagged With: Bullish Percent Indicators

Millikan Sector BPI Portfolio Review: 8 March 2024

March 8, 2024 By Lowell Herr

I’d compare stock pickers to astrologers, but I don’t want to bad-mouth astrologers. – Professor Eugene F. Fama Millikan is the Sector BPI portfolio scheduled for review this morning.  With a modest percentage in cash and the investment quiver honed to a minimum this portfolio is in an excellent operational position for the coming months.

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

Kepler Sector BPI Portfolio Review: 7 March 2024

March 7, 2024 By Lowell Herr

You have to pick what you’re going to be worried about.  Markets are volatile, but retirement is certain. – Nick Murray As an investing model the Sector BPI approach continues to hold up well when compared to the S&P 500.  While the performance data goes back to 12/31/2021 or when the last portfolio was launched, […]

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

Einstein Sector BPI Portfolio Review: 6 March 2024

March 6, 2024 By Lowell Herr

Einstein is the portfolio up for an update this morning.  While this is another Sector BPI portfolio, the Einstein has only been using this model a little over four months so it is much too early to have clues as to how well the model is functioning.  Cash flows in and out of the portfolio […]

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

Pauling Sector BPI Portfolio Review: 5 March 2024

March 5, 2024 By Lowell Herr

Today is the scheduled review for the Pauling, one of the poorest performing ITA portfolios.  Since this portfolio continues to occupy the bottom quartile I am including the Sector Portfolio Report (5th or last screenshot) so readers can witness how the Sector BPI investment strategy is working for a less than stellar portfolio. To read […]

Filed Under: Pauling Portfolio, ITA Portfolios, Portfolio Construction, Portfolio Management, Sector BPI Tagged With: Pauling Portfolio, Sector BPI

Gauss Sector BPI Portfolio Review: 4 March 2024

March 4, 2024 By Lowell Herr

“Pay tax on what you take, not what you make.” – Warren Buffett Gauss is the portfolio up for review this morning.  Simplicity is the direction I’m moving with this Sector BPI portfolio as well as the other portfolios I track here at ITA.  Eventually ESGV, VEA, and VWO will be removed leaving the eleven […]

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

Bullish Percent Indicators: 1 March 2024

March 2, 2024 By Lowell Herr

Based on BPI data for this week, it was a positive five days for U.S. Equities.  There were two exceptions among the eleven sectors, but overall it was a good week for stocks. Index BPI All indexes are bullish with exception of the DJIA and that is an anomaly as the percentage of bullish stock […]

Filed Under: Bullish Percent Indicators, Portfolio Management, Technical Indicators Tagged With: Bullish Percent Indicators, Portfolio Management

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