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Portfolio Construction

Discussions related to how one builds or constructs an investment quiver.
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ITA Portfolios Spreadsheet

First post and replies  | Last post by Lowell Herr, 2 years ago

700
1

  •   With the most recent disruption in the Yahoo downl...
    By Lowell He... 2 years ago


Asset Allocation Suggestion

First post and replies  | Last post by Lowell Herr, 2 years ago

580
1

  •   Here is a useful YouTube video on several simple w...
    By Lowell He... 2 years ago


Portfolio Construction Suggestions

First post and replies  | Last post by Lowell Herr, 2 years ago

607
1

  •   If you were giving advice to a friend as to how to...
    By Lowell He... 2 years ago


William J. Bernstein Portfolios

First post and replies  | Last post by Lowell Herr, 4 years ago

1290
2

  •   Are you interested in portfolio construction? If ...
    By Lowell He... 5 years ago

  •   "If You Can" by William Bernstein. Check out thi...
    By Lowell He... 4 years ago


Sector BPI Portfolios

First post and replies  | Last post by Lowell Herr, 3 years ago

905
1

  •   To learn and follow information related to the Sec...
    By Lowell He... 3 years ago


Portfolio Construction

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

1301
1

  •   Don't be shy. What ETF would you include in a por...
    By Lowell He... 6 years ago


Constructing a Multi-Factor Portfolio

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

1221
3

  •   Is there any interest in discussing how to go abou...
    By Lowell He... 6 years ago

  •   I would be interested in this discussion but I am ...
    By Mark Holb... 6 years ago

  •   Mark, Understood. If you have time, I highly re...
    By Lowell He... 6 years ago


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  • Copernicus Portfolio Review: 26 May 2026
  • Carson Sector BPI Portfolio Review: 22 May 2026
  • Schrodinger Portfolio Review: 15 May 2026
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  • Millikan Asset Allocation Portfolio: 6 May 2026
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Recent Posts

  • 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
  • Millikan Asset Allocation Portfolio: 6 May 2026 May 6, 2026
  • McClintock Sector BPI Portfolio Review: 5 May 2026 May 5, 2026
  • Gauss Portfolio Review: 29 April 2026 April 29, 2026

Recent Comments

  • 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
  • Lee Cash 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

Popular Posts

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

General Investment News

Portfolios coming up for review.  Gauss, Millikan, Huygens, Bethe 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.

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

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Random Posts

  • Rutherford Portfolio Review (Tranche 4): 10 March 2023
  • Huygens Asset Allocation Portfolio Review: 13 September 2024
  • Millikan Portfolio Review: 27 May 2025
  • Rutherford Portfolio Review (Tranche 2): 22 December 2023
  • Constructing a “Core” Investment Portfolio : Part 3 – Risk Parity and Volatility Targeting
  • Rutherford Portfolio Review (Tranche 4): 18 August 2023
  • Franklin Sector BPI Portfolio Review: 12 May 2023
  • Schrodinger Portfolio Review: 17 April 2023
  • Kahneman-Tversky Portfolio Review: 8 January 2025
  • Copernicus Portfolio Review: 19 December 2024
  • Carson Portfolio Review: 20 February 2023

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