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Passive and Active Investing Models

Discussions that focus on the two broad investing models can be posted here.
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Interview With Charles Ellis

First post and replies  | Last post by Lowell Herr, 5 years ago

1383
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  •   Here is the link to an interesting interview with ...
    By Lowell He... 5 years ago


Passive vs. Active Discussion

First post and replies  | Last post by Lowell Herr, 6 years ago

1749
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  •   This article also fits into the Articles of Intere...
    By Lowell He... 7 years ago

  •   If you prefer not to manage your portfolio activel...
    By Lowell He... 6 years ago


Dual Momentum Recommendation

First post and replies  | Last post by Lowell Herr, 7 years ago

1220
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  •   Using closing prices for 1/30/2019, Dual Momentum ...
    By Lowell He... 7 years ago


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Recent Posts

  • McClintock Sector BPI Portfolio Update: 16 January 2026 January 16, 2026
  • Copernicus Portfolio Update: 15 January 2026 January 15, 2026
  • Millikan Portfolio Review: 13 January 2026 January 13, 2026
  • Darwin 2026: 2 January 2026 January 4, 2026
  • Schrodinger Portfolio Update: 2 January 2026 January 2, 2026
  • Carson Sector BPI Portfolio Update: 30 December 2025 December 30, 2025
  • Gifting a Grandchild December 29, 2025

Recent Comments

  • Lowell Herr on McClintock Sector BPI Portfolio Update: 16 January 2026
  • Lowell Herr on Copernicus Portfolio Update: 15 January 2026
  • Lowell Herr on Millikan Portfolio Review: 13 January 2026
  • BOB_P on Millikan Portfolio Review: 13 January 2026
  • Lowell Herr on Millikan Portfolio Review: 13 January 2026
  • Lowell Herr on Millikan Portfolio Review: 13 January 2026
  • Lowell Herr on Millikan Portfolio Review: 13 January 2026
  • BOB_P on Millikan Portfolio Review: 13 January 2026
  • Lowell Herr on Bullish Percent Indicators: 21 November 2025
  • Len Suelter on Gifting a Grandchild

Popular Posts

  • Portfolio Construction: Where to Begin?
  • Recession: Will Equities Drop In The Next 18 Months?
  • Gifting a Grandchild
  • ChatGPT Summary of ITA Wealth Management Blog
  • Copernicus Portfolio Review: 14 November 2025
  • Buffett Indicator & Shiller PE Ratio
  • Millikan Portfolio Review: 4 December 2025
  • Bullish Percent Indicators: 21 November 2025
  • Schrodinger Robo Advisor Portfolio Review: 26 November 2025
  • Schrodinger Portfolio Update: 28 October 2025

General Investment News

Portfolios coming up for review.  Bohr and Kepler 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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  • Rutherford-Darwin Portfolio Review: 7 March 2025
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  • Bullish Percent Indicators: 19 January 2024
  • Schrodinger Portfolio Review: 21 July 2022
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