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Franklin Sector BPI Portfolio Review: 12 June 2025

June 12, 2025 By Lowell Herr Leave a Comment

One benefit of Sector BPI portfolios such as the Franklin is that there is a built in capital preservation ingredient inherent in the management model.  While Trailing Stop Loss Orders (TSLOs) may not be ideal, based on historical data, they are working for the three Sector BPI portfolios.  Check portfolios Carson and McClintock for further […]

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

Schrodinger Portfolio Review: 5 June 2025

June 6, 2025 By Lowell Herr Leave a Comment

  Near the beginning of each month I generally update the Schrodinger portfolio as it requires no maintenance.  Computers do all the management work as this is a Robo Advisor portfolio housed at Schwab.  All the owner needs to do is save and sit back and let the market do its work.  All I do […]

Filed Under: Schrodinger Portfolio, Asset Allocation, Beginning Investors, Passive vs. Active, Portfolio Construction Tagged With: Schrodinger Portfolio

Franklin Sector BPI Portfolio Review: 4 June 2025

June 5, 2025 By Lowell Herr Leave a Comment

Franklin is the Sector BPI portfolio up for review.  Included in this blog post is evidence of the viability of the Sector BPI investing model.  Based on all the uncertainty surrounding the current administration I will be making some slight changes in what to do if no sectors are included for investment or if there […]

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

Bohr Portfolio Review: 4 June 2025

June 4, 2025 By Lowell Herr Leave a Comment

As with several other ITA portfolios, capital preservation is of significant importance to the owner of the Bohr portfolio.  As a result there is a willingness to give up potential returns during these uncertain times.  The on again, off again tariff battle is an anathema to business as it interferes with future planning.  Right now […]

Filed Under: Bohr Portfolio, Asset Allocation, Passive vs. Active, Portfolio Construction, Portfolio Management Tagged With: Bohr Portfolio

Copernicus Portfolio Review: 2 June 2025

June 2, 2025 By Lowell Herr Leave a Comment

While this review of the Copernicus portfolio occurs in June, the data more appropriately belongs to May.  Take that into consideration as you read this update.  As followers of this portfolio know, this is a passive portfolio that focuses on investing only in U.S. Equities and is limited to large-cap stocks that track the S&P […]

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

Selecting Closed End Funds (CEFs)

May 31, 2025 By Lowell Herr 4 Comments

Thanks to Lee Cash, more information is available when it comes to identifying which CEFs to include in a portfolio.  Below are the two primary screens I will be using in the future to aid in the selection of CEFs. The first Internet source [CEF Connect] is one we have been using to identify the […]

Filed Under: Portfolio Management, Critical Material, Portfolio Construction Tagged With: CEF Selections

Bullish Percent Indicator: 30 May 2025

May 31, 2025 By Lowell Herr Leave a Comment

It has been several weeks since I last posted Bullish Percent Indicator (BPI) data.  No changes were recommended during this period, but this week the Communications sector moved into the overbought zone.  Portfolios holding VOX were alerted to sell.  With a 75% bullish percentage I placed 2.5% Trailing Stop Loss Orders (TSLOs) under VOX in […]

Filed Under: Bullish Percent Indicators, Portfolio Performance, Technical Indicators Tagged With: Bullish Percent Indicator

Gauss Portfolio Review: 28 May 2025

May 28, 2025 By Lowell Herr Leave a Comment

Gauss is another portfolio using a truncated asset allocation model or one where very few ETFs are used to populate the portfolio.  In other words – Keep it simple.  In keeping with caution in this uncertain economic environment, I placed a 4.5% Trailing Stop Loss Order (TSLO) under VOO and a 2.0% TSLO under SCHG.  […]

Filed Under: Gauss Portfolio, Asset Allocation, Passive vs. Active, Portfolio Management Tagged With: Gauss Portfolio

Millikan Portfolio Review: 27 May 2025

May 27, 2025 By Lowell Herr Leave a Comment

On again, off again tariff threats are constantly roiling the stock and bond markets.  This morning the direction happens to be to the upside.  When in a dark room filled with furniture – stand still.  That is the attitude businesses have as it is most difficult to plan for the future when uncertainty abounds.  One […]

Filed Under: Asset Allocation, Millikan Portfolio, Portfolio Construction, Portfolio Management Tagged With: Millikan Portfolio

Rutherford-Darwin Portfolio – Restructuring the Management Plan Part 1: Outline of New Structure and Strategies to be Used

May 19, 2025 By hedgehunter 2 Comments

Over the years we have described a number of systems for portfolio construction and management that might be considered by anyone interested in spending a little time to manage their own money. These vary from very simple “Buy-and-Hold” portfolios, with fixed allocations – where risk is impacted by the level of diversity and correlation between […]

Filed Under: Darwin Portfolio, Portfolio Construction, Technical Indicators Tagged With: Darwin Portfolio, Portfolio Construction, Rutherford Portfolio, Technical Indicators

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  • Franklin Sector BPI Portfolio Review: 12 June 2025
  • Schrodinger Portfolio Review: 5 June 2025
  • Franklin Sector BPI Portfolio Review: 4 June 2025
  • Bohr Portfolio Review: 4 June 2025
  • Copernicus Portfolio Review: 2 June 2025

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  • Lee Cash on Closed End Funds (CEFs): 19 May 2025
  • Lee Cash on Selecting Closed End Funds (CEFs)
  • hedgehunter on Selecting Closed End Funds (CEFs)
  • Lowell Herr on Selecting Closed End Funds (CEFs)
  • William Tynes on Selecting Closed End Funds (CEFs)
  • Lowell Herr on Closed End Funds (CEFs): 19 May 2025
  • Lee Cash on Closed End Funds (CEFs): 19 May 2025
  • Lowell Herr on Closed End Funds (CEFs): 19 May 2025
  • Lee Cash on Closed End Funds (CEFs): 19 May 2025
  • Lowell Herr on Closed End Funds (CEFs): 19 May 2025
  • Lee Cash on Closed End Funds (CEFs): 19 May 2025
  • hedgehunter on Rutherford-Darwin Portfolio – Restructuring the Management Plan Part 1: Outline of New Structure and Strategies to be Used
  • Stellaluna on Rutherford-Darwin Portfolio – Restructuring the Management Plan Part 1: Outline of New Structure and Strategies to be Used
  • Lee Cash on Schrodinger Portfolio Review: 16 May 2025

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Portfolios coming up for review.  Kepler and Franklin 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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