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You are here: Home / Archives for Lowell Herr

Franklin Sector BPI Plus Update: 26 May 2023

May 27, 2023 By Lowell Herr

Franklin is the Sector BPI portfolio I’m examining today.  Before progressing further I need to warn readers that Yahoo once again fiddled with their downloading codes so the Kipling data is not current.  In fact it is a week old.  This problem poses a question of what to do if the Kipling were to fail […]

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

Bullish Percent Indicators Recommend Change: 27 May 2023

May 27, 2023 By Lowell Herr

Readers testing the Sector BPI Plus model will want to pay attention to the following Bullish Percent Indicator data as changes are recommended.  Despite ending the week on an up note, the majority of the index and sector BPI recommendations are bearish.

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

Gauss Sector BPI Portfolio Review: 25 May 2023

May 26, 2023 By Lowell Herr

Gauss portfolio, one of four Sector BPI accounts, is up for review this morning.  The primary reason for this update is due to the Real Estate sector moving into the Buy zone.  Based on yesterday’s data, Real Estate dipped further into the Buy zone as only 26% of the stocks are bullish. How many shares […]

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

Einstein Portfolio Review: 25 May 2023

May 25, 2023 By Lowell Herr

Einstein is the Relative Security or Relative Momentum portfolio up for review this morning.  For those using the Kipling spreadsheet, Yahoo changed something so the descriptions are not coming through.  The prices for the Einstein are current through the close yesterday (5/24/2023).  Since descriptions are missing I did not include the investment quiver.  Rather, I […]

Filed Under: Einstein Portfolio Tagged With: Einstein Portfolio

Carson Sector BPI Portfolio Review: 22 May 2023

May 22, 2023 By Lowell Herr

Carson, one of four Sector BPI Plus portfolios, is the account up for review this Monday morning.  After correcting for the Telecom/Communications BPI error, no sectors are recommended for purchase.  Sector BPI managers are most likely holding shares of Utilities (VPU) as it moved into the Sell zone several weeks ago.  Technology is also a […]

Filed Under: Carson Portfolio, Critical Material, ITA Portfolios, Sector BPI Tagged With: Carson Portfolio, Sector BPI

Schrodinger Portfolio Review: 22 May 2023

May 22, 2023 By Lowell Herr

Schrodinger is a small test portfolio I started for a friend a number of years ago to answer the question, “Who will manage the family portfolio when I die?”  It is not unusual for one member of a family to handle the finances – at least the investment side of the finances.  The Schrodinger classifies […]

Filed Under: Schrodinger Portfolio Tagged With: Schrodinger Portfolio

Tweaking Sector BPI Plus Model: 20 May 2023

May 20, 2023 By Lowell Herr

Second to the Copernicus investing model, the Sector BPI Plus model ranks highest based on performance or Internal Rate of Return (IRR).  When last reported, the Carson carried the least amount of risk and the other Sector BPI portfolios were not far behind.  With such strong performance, why mess with a good thing?  The minor […]

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

Bullish Percent Indicators: 19 May 2023

May 20, 2023 By Lowell Herr

Weeks go by before the Bullish Percent Indicator (BPI) data tables indicate new useful information.  This is most likely one of those weeks unless one already holds Technology in the portfolio.  More on this later. For new readers, we use BPI to manage portfolios that go under the title of either Sector BPI or Sector […]

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

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  • Darwin 2026 Portfolio Review: 10 July 2026 July 12, 2026
  • Franklin Sector BPI Portfolio Update: 10 July 2026 July 10, 2026
  • Bethe Portfolio Redesigned: 9 July 2026 July 9, 2026
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  • Lee Cash on Copernicus Portfolio Update: 23 June 2026
  • Lowell Herr on McClintock Sector BPI Portfolio Update: 5 June 2026
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  • Lowell Herr on Portfolio Diversification: 6 June 2026
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  • Lee Cash on Huygens Portfolio Review: 3 June 2026
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  • Gauss Portfolio Review: 29 April 2026
  • McClintock Sector BPI Portfolio Review: 13 March 2026
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Portfolios coming up for review.  Pauling, Einstein, and Carson 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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