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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

1594
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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

1977
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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

1419
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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

  • Dirac 2026 Portfolio Review: 20 July 2026 July 20, 2026
  • Darwin 2026 Portfolio Review: 20 July 2026 July 20, 2026
  • Kepler Portfolio Review: 20 July 2026 July 20, 2026
  • Carson Sector BPI Portfolio Update: 16 July 2026 July 16, 2026
  • Einstein Portfolio Update: 14 July 2026 July 14, 2026
  • Pauling Portfolio Update: 13 July 2026 July 13, 2026
  • Darwin 2026 Portfolio Review: 10 July 2026 July 12, 2026

Recent Comments

  • Lowell Herr on Einstein Portfolio Update: 14 July 2026
  • Lee Cash on Einstein Portfolio Update: 14 July 2026
  • Lee Cash on Copernicus Portfolio Update: 23 June 2026
  • Lowell Herr on McClintock Sector BPI Portfolio Update: 5 June 2026
  • 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 Huygens Portfolio Review: 3 June 2026
  • Stellaluna on Kepler Portfolio Review: 27 May 2006

Popular Posts

  • Buffett Indicator & Shiller PE Ratio
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  • Portfolio Diversification: 6 June 2026
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  • McClintock Sector BPI Portfolio Update: 2 July 2026
  • Gauss Portfolio Review: 29 April 2026
  • McClintock Sector BPI Portfolio Review: 5 May 2026
  • Franklin Sector BPI Portfolio Review: 14 April 2026
  • Financial Repression Portfolio: Part V

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Portfolios coming up for review.  Pauling, Einstein, and Carson 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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  • Franklin Sector BPI Portfolio Update: 20 February 2026
  • Kepler Sector BPI Review: 19 April 2021
  • Einstein Portfolio Update: 23 September 2025
  • McClintock Portfolio Review: 21 November 2023

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