LRPC-BHS-HA Portfolios - ITA Wealth Management Forum https://itawealth.com/community/lrpc/ ITA Wealth Management Discussion Board en-US Mon, 11 May 2026 06:24:35 +0000 wpForo 60 Portfolio Reviews https://itawealth.com/community/lrpc/portfolio-reviews-5/ Sun, 23 Oct 2022 12:17:20 +0000 This is the last full week for portfolio reviews in October.  Coming up for updates are the following:

  • Gauss, which is a Relative Strength or Relative Momentum portfolio.
  • Bohr, or a Growth and Income portfolio.  The Bohr leans toward a Buy & Hold approach so the goal is to not sell anything.  Just continue to reinvest dividends from the income side of the portfolio.
  • The third portfolio scheduled for review is the Kepler.  This portfolio is also a Relative Strength-Momentum portfolio.
  • The fourth reviews are the Carson Trio.  Normally I would update them on October 31st, but I have a major conflict that day so I plan to update these three portfolios on the Friday the 28th.  The Carson portfolios are also Relative Strength-Momentum portfolios.  Where they differ from the Gauss and Kepler is that each uses a different system within the Relative Strength-Momentum model.  If this is not clear, just reply with a question.

That will do it so look for a busy week here at ITA.  Next week HedgeHunter will post all his reviews as well.  During the first week of November I will examine the Franklin, Huygens, and Schrodinger.

Questions and comments are always welcome.

Lowell

]]> LRPC-BHS-HA Portfolios Lowell Herr https://itawealth.com/community/lrpc/portfolio-reviews-5/ Busy Week Coming https://itawealth.com/community/lrpc/busy-week-coming-4/ Sun, 21 Aug 2022 13:26:04 +0000 This week will be a busy one here at ITA as four portfolios are up for review.  They are:  Schrodinger, Bohr, Kepler, and Franklin.  These four represent different investing models so it is a particularly useful week for ITA investors.

The Franklin has been a poor Dual Momentum performer.  Is it improving or falling further behind.  Check the blog on Friday afternoon for an answer.

Lowell

]]> LRPC-BHS-HA Portfolios Lowell Herr https://itawealth.com/community/lrpc/busy-week-coming-4/ Basic Portfolio for 2021 https://itawealth.com/community/lrpc/basic-portfolio-for-2021/ Sat, 02 Jan 2021 19:46:16 +0000 Here is a link to a Basic Portfolio for 2021.  Check it out.

Lowell

]]> LRPC-BHS-HA Portfolios Lowell Herr https://itawealth.com/community/lrpc/basic-portfolio-for-2021/ Carson Trio Adjustments https://itawealth.com/community/lrpc/carson-trio-adjustments/ Sun, 27 Sep 2020 20:27:04 +0000 TSLOs took out all the holdings in the three Carson portfolios so this is an appropriate time to adjust the investment quiver to something simpler.  Here is a back-test from Portfolio Visualizer.  Check out the six ETFs I plan to use with the three Carson portfolios.

Look for these changes to show up when the update takes place on Wednesday.

Lowell

]]> LRPC-BHS-HA Portfolios Lowell Herr https://itawealth.com/community/lrpc/carson-trio-adjustments/ Portfolio Reviews https://itawealth.com/community/lrpc/portfolio-reviews/ Sat, 20 Jun 2020 14:02:40 +0000 This coming week I will be reviewing the Kepler and two Dual Momentum portfolios.  The Aristotle and Franklin should be quite easy to manage.  The Kepler less so.

The following week will be even busier as the Carson Trio are updated on the last business day of the month.

Take a few moments to fill out the Feedback questionnaire.  You will find the link on the tab line of the Home page.

Lowell

]]> LRPC-BHS-HA Portfolios Lowell Herr https://itawealth.com/community/lrpc/portfolio-reviews/ Kepler Portfolio Review https://itawealth.com/community/lrpc/kepler-portfolio-review/ Sun, 15 Mar 2020 14:20:43 +0000 Tomorrow the Kepler portfolio is up for review.  The Kepler is one of the outlier portfolios that performed well due to moving assets into low volatile securities.  Be sure to check in tomorrow to see the analysis.

 

Lowell

]]> LRPC-BHS-HA Portfolios Lowell Herr https://itawealth.com/community/lrpc/kepler-portfolio-review/ Busy Week Coming https://itawealth.com/community/lrpc/busy-week-coming-2/ Sun, 23 Feb 2020 19:30:16 +0000 This will be a busy week as you can see by checking the middle footer.  I hope to take off on a photography junket so I'll likely update the Carson Portfolios on Wednesday rather than wait for the last business day of February.

Lowell

]]> LRPC-BHS-HA Portfolios Lowell Herr https://itawealth.com/community/lrpc/busy-week-coming-2/ Franklin Portfolio Adjustments https://itawealth.com/community/lrpc/frankling-portfolio-adjustments/ Mon, 10 Feb 2020 19:16:06 +0000 In answer to a question regarding adjustments for the Franklin portfolio, here is a portion of the Manual Risk Adjustment worksheet from the Kipling.  This is for the Franklin portfolio.

 

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]]> LRPC-BHS-HA Portfolios Lowell Herr https://itawealth.com/community/lrpc/frankling-portfolio-adjustments/ Two Running Experiments https://itawealth.com/community/lrpc/two-running-experiments/ Wed, 15 Jan 2020 21:06:50 +0000 Here is a brief outline or description of how two experiments are running on the ITA blog.

https://seekingalpha.com/instablog/543572-lowell-herr/5397131-two-running-momentum-experiments

Lowell

]]> LRPC-BHS-HA Portfolios Lowell Herr https://itawealth.com/community/lrpc/two-running-experiments/ Upcoming Portfolio Reviews https://itawealth.com/community/lrpc/upcoming-portfolio-reviews-2/ Sat, 19 Oct 2019 17:04:10 +0000 The next group of portfolios up for review are:  Newton, Euclid, Bethe, Millikan, McClintock, and Bohr.

Lowell

]]> LRPC-BHS-HA Portfolios Lowell Herr https://itawealth.com/community/lrpc/upcoming-portfolio-reviews-2/