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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

1532
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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, 7 years ago

1903
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  •   This article also fits into the Articles of Intere...
    By Lowell He... 8 years ago

  •   If you prefer not to manage your portfolio activel...
    By Lowell He... 7 years ago


Dual Momentum Recommendation

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

1359
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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

  • Portfolio Diversification: 6 June 2026 June 6, 2026
  • McClintock Sector BPI Portfolio Update: 5 June 2026 June 5, 2026
  • Millikan Portfolio Review: 2 June 2026 June 2, 2026
  • Copernicus Portfolio Review: 26 May 2026 May 26, 2026
  • Carson Sector BPI Portfolio Review: 22 May 2026 May 22, 2026
  • Schrodinger Portfolio Review: 15 May 2026 May 15, 2026
  • Franklin Sector BPI Portfolio Review: 12 May 2026 May 12, 2026

Recent Comments

  • Lowell Herr on Portfolio Diversification: 6 June 2026
  • William Tynes on Portfolio Diversification: 6 June 2026
  • Lowell Herr on Portfolio Diversification: 6 June 2026
  • William Tynes on Portfolio Diversification: 6 June 2026
  • Lee Cash on Financial Repression: Part 1
  • Lowell Herr on Financial Repression: Part 1
  • Lee Cash on Financial Repression: Part 1
  • Lowell Herr on Financial Repression: Part 1
  • Lee Cash on Financial Repression: Part 1
  • Lee Cash on Financial Repression: Part 1

Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • Financial Repression: Part 1
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • Portfolio Hedging
  • Franklin Sector BPI Portfolio Review: 20 March 2026
  • Portfolio Hedge: 27 March 2026
  • Franklin Sector BPI Portfolio Review: 14 April 2026
  • Carson Sector BPI Portfolio Review: 25 March 2026
  • Schrodinger Robo Advisor Portfolio Review: 23 March 2026
  • Schrodinger Portfolio Update: 17 April 2026

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Portfolios coming up for review.  Kepler, Schrodinger, Bohr 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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  • Carson Sector BPI Portfolio Review: 1 July 2023
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  • Bullish Percent Indicators: 21 November 2025
  • Rutherford Portfolio Review (Part 2 – Options): 6 January 2025
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  • Rutherford Portfolio Review (Tranche 3): 12 July 2024
  • Carson Sector BPI Portfolio Review: 28 October 2023
  • Bullish Percent Indicators: 14 June 2024

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