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Questions To Ask Your Money Manager

July 11, 2025 By Lowell Herr Leave a Comment

  Recently I was talking with a neighbor and I mentioned that I have been writing an investment blog for over 17 years.  The neighbor mentioned he has a money manager handle his investments.  When I have one of these conversations my mind begins to come up with questions I would ask a money manager […]

Filed Under: Portfolio Management, Portfolio Construction, Portfolio Performance, Risk Management Tagged With: Portfolio Management

Copernicus Portfolio Review: 3 July 2025

July 5, 2025 By Lowell Herr Leave a Comment

When the Copernicus portfolio was first launched back in early 2022 it was young investors I had in mind.  Simplicity was a primary factor since I assumed someone following the Copernicus model would have little time to pay attention to any investing model other than to purchase an ETF now and again when cash became […]

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

Millikan Portfolio Review: 1 July 2025

July 1, 2025 By Lowell Herr 1 Comment

While the Millikan portfolio is dated July 1, the information is primarily June data.  The Millikan portfolio is narrowly focused on four Exchange Traded Funds (ETFs).  As readers will see in a moment, I am deviating from the basic asset allocation recommendations as we have yet to see the impact of proposed tariffs and the […]

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

Schrodinger Portfolio Review: 20 June 2025

June 21, 2025 By Lowell Herr 1 Comment

Welcome to the Summer of 2025.  Since computers make all decisions related to the Schrodinger, the weekend is an appropriate time to update this portfolio.  Since the last review no changes were made other than to pick up a few dividends.  In the next Schrodinger portfolio review second quarter dividends will appear and the hope […]

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

Carson Sector BPI Portfolio Review: 18 June 2025

June 19, 2025 By Lowell Herr 1 Comment

Over the last month several sectors were sold out of the Carson due to sufficient declines in the ETFs used to mirror specific sectors.  Remaining in the Carson are: Consumer Staples (VDC), Healthcare (VHT), and a shard holding of Utilities (VPU).  With wars and rumors of wars loaded on top of tariffs plus a no-nothing […]

Filed Under: Carson Portfolio, Sector BPI

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.

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Recent Posts

  • Questions To Ask Your Money Manager
  • Copernicus Portfolio Review: 3 July 2025
  • Millikan Portfolio Review: 1 July 2025
  • Schrodinger Portfolio Review: 20 June 2025
  • Carson Sector BPI Portfolio Review: 18 June 2025

Recent Comments

  • Lowell Herr on Bullish Percent Indicators: 2 May 2025
  • Lowell Herr on Millikan Portfolio Review: 1 July 2025
  • Lowell Herr on Bullish Percent Indicators: 2 May 2025
  • Lowell Herr on Carson Sector BPI Portfolio Review: 18 June 2025
  • Lowell Herr on Schrodinger Portfolio Review: 20 June 2025
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • 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

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  • Schrodinger Portfolio Review: 11 April 2025
  • Buffett Indicator & Shiller PE Ratio
  • Closed End Funds (CEFs): 19 May 2025
  • Selecting Closed End Funds (CEFs)
  • Bullish Percent Indicators: 17 April 2025
  • What Should I Do If I Sell My House or Come Into An…
  • Bullish Percent Indicators: 2 May 2025
  • Bullish Percent Indicators: 11 April 2025
  • Schrodinger Portfolio Review: 20 June 2025
  • Schrodinger Portfolio Review: 16 May 2025

General Investment News

Portfolios coming up for review.  Bethe, Millikan, McClintock, Copernicus, and Pauling 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.

Check the Forum for more detailed information.  If you wish to begin a financial discussion, use the Forum.

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  • Bullish Percent Indicators: 22 September 2023
  • Rutherford-Darwin Portfolio Review: 21 February 2025

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