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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, 4 years ago

1371
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  •   Here is the link to an interesting interview with ...
    By Lowell He... 4 years ago


Passive vs. Active Discussion

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

1729
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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

1205
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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

  • Carson Sector BPI Portfolio Update: 30 December 2025 December 30, 2025
  • Gifting a Grandchild December 29, 2025
  • Copernicus Portfolio Update: 24 December 2025 December 24, 2025
  • Gauss Portfolio Update: 22 December 2025 December 22, 2025
  • Kepler Portfolio Update: 19 December 2025 December 19, 2025
  • Huygens Portfolio Update: 18 December 2025 December 18, 2025
  • McClintock Sector BPI Portfolio Review: 15 December 2025 December 15, 2025

Recent Comments

  • Lowell Herr on Gifting a Grandchild
  • Robert Warasila on Gifting a Grandchild
  • Lowell Herr on Recession: Will Equities Drop In The Next 18 Months?
  • Craig Burkhart on Recession: Will Equities Drop In The Next 18 Months?
  • Lowell Herr on Recession: Will Equities Drop In The Next 18 Months?
  • Lowell Herr on ChatGPT Summary of ITA Wealth Management Blog
  • Robert Warasila on ChatGPT Summary of ITA Wealth Management Blog
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Stellaluna on Bullish Percent Indicator: 30 May 2025
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025

Popular Posts

  • Portfolio Construction: Where to Begin?
  • Recession: Will Equities Drop In The Next 18 Months?
  • Hawking Portfolio Review: 3 October, 2025
  • Buffett Indicator & Shiller PE Ratio
  • ChatGPT Summary of ITA Wealth Management Blog
  • Gifting a Grandchild
  • Copernicus Portfolio Review: 14 November 2025
  • Millikan Portfolio Review: 4 December 2025
  • McClintock Sector BPI Portfolio Review: 9 October 2025
  • Bullish Percent Indicator: 30 May 2025

General Investment News

Portfolios coming up for review.  Schrodinger, Bethe, Huygens, Einstein 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.

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

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  • Millikan Portfolio Update: 10 January 2023
  • Schrodinger Intelligent Portfolio Update: 28 June 2024
  • Rutherford Portfolio Review (Tranche 3): 14 June 2024
  • Bullish Percent Indicators: 26 April 2024

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