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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

1418
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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

1785
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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

1262
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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

  • Copernicus Portfolio Review: 11 March 2026 March 11, 2026
  • Gauss Portfolio Review: 5 March 2026 March 5, 2026
  • Pauling Portfolio Review: 3 March 2026 March 3, 2026
  • Carson Portfolio Review: 26 February 2026 February 26, 2026
  • Schrodinger Portfolio Update: 24 February 2026 February 24, 2026
  • Franklin Sector BPI Portfolio Update: 20 February 2026 February 20, 2026
  • Bohr Portfolio Review: 18 February 2026 February 18, 2026

Recent Comments

  • Lowell Herr on Copernicus Portfolio Update: 12 February 2026
  • Lowell Herr on Bullish Percent Indicators: 21 November 2025
  • Lowell Herr on Beta: A Brief Description
  • 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

Popular Posts

  • Schrodinger Portfolio Review: 29 January 2026
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  • Millikan Portfolio Review: 13 January 2026
  • McClintock Sector BPI Portfolio Update: 16 January 2026
  • Beating the Dow With Bonds
  • Copernicus Portfolio Update: 14 December 2025
  • Carson Sector BPI Portfolio Update: 30 December 2025
  • Beta: A Brief Description
  • Schrodinger Portfolio Update: 24 February 2026

General Investment News

Portfolios coming up for review.  Bethe, Copernicus and McClintock 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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  • A Brief History of ITA Wealth Management
  • Bullish Percent Indicators: 25 August 2023
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  • Rutherford Portfolio Review (Tranche 4): 8 December 2023
  • Carson Portfolio Review: 26 February 2026
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