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You are here: Home / Archives for Lowell Herr

Bullish Percent Indicators: 12 May 2023

May 13, 2023 By Lowell Herr

ITA members testing the Sector BPI investing model will want to check out this blog post as there are both Buy and Sell signals generated this week.  For many of you, this does not come as breaking news as these signals are similar to what they were two weeks ago.

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

Franklin Sector BPI Portfolio Review: 12 May 2023

May 12, 2023 By Lowell Herr

Franklin is one of four portfolio currently managed using the Sector BPI Plus model.  Yesterday I updated the Bullish Percent Indicator table (to be published tomorrow) and Telecom (VOX) was a Buy recommendation.  Energy (VDE) is very close to a Buy.  Look for the BPI data tomorrow. Franklin Investment Quiver and Current Holdings Below is […]

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

Bethe Portfolio Review: 12 May 2023

May 12, 2023 By Lowell Herr

Bethe is a similar portfolio to the Bohr, only with a slightly better performance record.  Both are Growth-Income portfolio with Sector BPI options now available.

Filed Under: Bethe Portfolio Tagged With: Bethe Portfolio

Bohr Portfolio Review: 12 May 2023

May 12, 2023 By Lowell Herr

Before proceeding with the Bohr portfolio review, Lifetime readers need to know we have a replacement for the ITA file.  Harry Stevens cleaned up the existing problem.  Check the Forum for more information.  Lifetime members also received an e-mail from me where I directed you to Hedgehunter’s Dropbox.  If you have further questions, contact me […]

Filed Under: Bohr Portfolio Tagged With: Bohr Portfolio

Gauss Sector BPI Portfolio Review: 8 May 2023

May 8, 2023 By Lowell Herr

Before delving into the Gauss review I need to inform readers that downloading data into the Kipling is incomplete.  ETF descriptions are missing as is dividend yield percentages.  If your Kipling SS is not filling in all the data, you are not along.  I’m not sure when this problem began last Friday.  I assumed Yahoo […]

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

Portfolio Performance Comparisons: 5 May 2023

May 7, 2023 By Lowell Herr

It has been a month since I last posted portfolio performance data.  Since early April all the portfolios improved slightly, but still retain the effects of a poor equities market in 2022.  The launch date of 1/2/2022 is selected so as to incorporate the newest portfolios.  Even so, the development of the Sector BPI Plus […]

Filed Under: Portfolio Performance Tagged With: Portfolio Performance

Schrodinger Portfolio Review: 4 May 2023

May 4, 2023 By Lowell Herr

It is rare for the Schwab computer to rebalance the Schrodinger portfolio, but that is exactly what happened last month.  Go to this link and toggle back and forth between this morning’s investment quiver and last month to see the difference.  The three new additions are:  PRF, PRFZ, and PXF.  Only one share of each […]

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

Copernicus Portfolio Review: 3 May 2023

May 3, 2023 By Lowell Herr

Based on yesterday’s market decline, today seemed like a good time to check in on the Copernicus as this portfolio is constructed only of U.S. Equities.  The philosophy behind the Copernicus is to save and invest.  Never sell unless there is an emergency.  How is this portfolio performing on a return and risk basis?  When […]

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

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