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You are here: Home / Archives for Lowell Herr

Bullish Percent Indicators: 8 December 2023

December 9, 2023 By Lowell Herr

Based on Bullish Percent Indicator (BPI) data this past week was a modest success.  All major indexes that cover U.S. Equities are currently positive and all sectors with one exception either held even or moved up the bullish scale.  Two sectors are moving closer to the overbought zone which is 70% or higher on the […]

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

Franklin Sector BPI Portfolio Review: 8 December 2023

December 8, 2023 By Lowell Herr

This update of the Franklin will be short as only one change is in the offing and that has to do with a single sector (VHT).  More on this later.  The first thing I did before starting this review was to update all the sector Bullish Percent Indicators (BPI).  A complete BPI post will go […]

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

Pauling Sector BPI Portfolio Update: 6 December 2023

December 6, 2023 By Lowell Herr

Since there are no purchase recommendations and all the appropriate TSLOs are in place, this is a quick update of the Pauling to check on the direction of the portfolio.  Is the portfolio moving in the right direction?  In other words, is the Sector BPI investing model help or hindering the Pauling?

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

Bethe Sector BPI Portfolio Review: 5 December 2023

December 5, 2023 By Lowell Herr

Since the last Bethe update VGT hit the 3% TSLO.  In fact all shares of Technology were sold out of the portfolio just yesterday.  The sale of VGT leaves Bethe with over $9,000 in cash.  What to do with this money is explained later in the analysis. While it is still eleven months away from […]

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

Einstein Portfolio Review: 4 December 2023

December 4, 2023 By Lowell Herr

Einstein is another Sector BPI portfolio I’m updating today.  Since no sectors are oversold there are no transitions anticipated.  Several limit orders in place to pick up shares of VOO and one order was struck while writing this blog.  That purchase does not show up in this analysis.

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

Huygens Sector BPI Portfolio Review: 4 December 2023

December 4, 2023 By Lowell Herr

Even though limited transactions are planned, I am going to walk through a complete analysis of the Huygens as it has been some time since I’ve done so with any of the Sector BPI portfolios.  Huygens is new to the Sector BPI investing model so pay attention to trends vs absolute values.  The Sector BPI […]

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

Bullish Percent Indicators: 1 December 2023

December 2, 2023 By Lowell Herr

Investors using the Sector BPI model need to pay attention as market action this week moved two more sectors into the over bought zone.  We now have four overbought sectors and two of the four are over 80% bullish.

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

Schrodinger Portfolio Review: 1 December 2023

December 1, 2023 By Lowell Herr

Are you looking for a portfolio that requires no decisions?  If so, the Schrodinger is for you.  This portfolio was initially set up to answer the question – “Who Will Manage the Family Portfolio When I Die?  The following analysis of this Robo Advisor portfolio answers this fundamental question.  Schwab refers to these computer managed […]

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

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