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You are here: Home / Archives for Lowell Herr

Analyzing Sector Investing Model Sector By Sector: 13 December 2023

December 14, 2023 By Lowell Herr

How well is the Sector BPI investing model performing is a cogent question?  Carson is the oldest portfolio using this investing model and it is less than two years old.  Other portfolios were gradually switched to this model as the data began to support a move to this investing approach.  It is still early in […]

Filed Under: Sector BPI Tagged With: Sector BPI

Carson Sector BPI Portfolio Review: 13 December 2023

December 13, 2023 By Lowell Herr

Wow!  What a good day for U.S. Equities.  How did the Carson portfolio, one of 13 Sector BPI accounts, perform compared to the S&P 500?  When last check the BPI data six sectors were overbought.  They are:  Financial, Health, Industrial, Technology, Utilities and Real Estate.  I don’t think all the BPI data for today is […]

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

Copernicus Update: 11 December 2023

December 11, 2023 By Lowell Herr

Next to the Schrodinger portfolio the Copernicus is the easiest to manage.  In addition, the Copernicus is the top performer so that tells us something.  Keep it simple.  With the Schrodinger, all one does is electronically transfer money from a checking account into the broker, Schwab in the case of the Schrodinger, and let their […]

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

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

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