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You are here: Home / Archives for Lowell Herr

Bullish Percent Indicators: 29 December 2023

December 30, 2023 By Lowell Herr

Bullish Percent Indicator (BPI) data is the driving force behind the Sector BPI investing model.  In the following blog post the top table gives us a broad view of how the U.S. Equities market is performing.  Right now the market is very strong, although it is primarily driven by large-cap stocks.  It is the second […]

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

Copernicus Portfolio Review: 29 December 2023

December 29, 2023 By Lowell Herr

To end 2023 portfolio reviews on a strong note I selected the Copernicus as it is the portfolio for the young or those investors several years away from retirement.  The thesis of the Copernicus is to invest only in U.S. Equities and never sell unless there is a dire emergency.  While I use four equity […]

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

Einstein Sector BPI Portfolio Review: 29 December 2023

December 29, 2023 By Lowell Herr

Einstein is another portfolio that switched from the Relative Strength model over to the Sector BPI investing model.  With only two months of data we need to check on trends rather than absolute performance numbers.  By this time next year we will have a much better idea as to the viability of the Sector BPI […]

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

Bohr Sector BPI Portfolio Review: 28 December 2023

December 28, 2023 By Lowell Herr

As positive results from the Carson portfolio began to emerge, I began switching portfolios that were using either the Relative Strength or Dual Momentum models over to the Sector BPI investing model.  Bohr is one of the portfolios that began the transition in late October and early November of 2023.  With little data to go […]

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

McClintock Sector BPI Portfolio Review: 27 December 2023

December 27, 2023 By Lowell Herr

The McClintock Sector BPI portfolio is only a few months into this investing model.  In the last screenshot readers will see the benefits of this model.  At least the latest results are extremely positive. No sectors are currently in the oversold zone so we are looking to the U.S. Equities ETFs for buying opportunities.

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

Kepler Sector BPI Portfolio Review: 26 December 2023

December 26, 2023 By Lowell Herr

Kepler is another portfolio that made the transition from a Relative Strength investing model over to the Sector BPI investing model in the last few months.  Therefore, pay more attention to trends rather than the absolute performance results.  This also applies to other portfolios that are in the process of making the transitions to the […]

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

Pauling Portfolio Review: 26 December 2023

December 26, 2023 By Lowell Herr

Pauling continues to struggle near the performance bottom of the 15 portfolios I track here on the ITA blog.  Pauling is one of the recent accounts moved to the Sector BPI investing model so time is needed to give this style time to show its benefits.  A high percentage currently held in cash is holding […]

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

Merry Christmas 2023

December 25, 2023 By Lowell Herr

Merry Christmas

Filed Under: Miscellaneous Tagged With: Merry Christmas

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