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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, 1 year ago

587
1

  •   With the most recent disruption in the Yahoo downl...
    By Lowell He... 1 year ago


Asset Allocation Suggestion

First post and replies  | Last post by Lowell Herr, 1 year ago

458
1

  •   Here is a useful YouTube video on several simple w...
    By Lowell He... 1 year ago


Portfolio Construction Suggestions

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

545
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, 3 years ago

1183
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... 3 years ago


Sector BPI Portfolios

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

829
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

1224
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  •   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

1149
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  •   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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  • Franklin Sector BPI Portfolio Update: 20 February 2026
  • Bohr Portfolio Review: 18 February 2026
  • Copernicus Portfolio Update: 12 February 2026
  • McClintock Sector BPI Portfolio Review: 10 February 2026
  • Schrodinger Portfolio Review: 29 January 2026
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Recent Posts

  • Franklin Sector BPI Portfolio Update: 20 February 2026 February 20, 2026
  • Bohr Portfolio Review: 18 February 2026 February 18, 2026
  • Copernicus Portfolio Update: 12 February 2026 February 12, 2026
  • McClintock Sector BPI Portfolio Review: 10 February 2026 February 10, 2026
  • Schrodinger Portfolio Review: 29 January 2026 January 29, 2026
  • Franklin Sector BPI Update: 28 January 2026 January 28, 2026
  • Millikan Portfolio Review: 27 January 2026 January 27, 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
  • Gifting a Grandchild
  • Millikan Portfolio Review: 4 December 2025
  • Schrodinger Robo Advisor Portfolio Review: 26 November 2025
  • Recession: Will Equities Drop In The Next 18 Months?
  • Darwin 2026: 2 January 2026
  • Beating the Dow With Bonds
  • Millikan Portfolio Review: 13 January 2026
  • McClintock Sector BPI Portfolio Update: 16 January 2026
  • Carson Sector BPI Portfolio Update: 30 December 2025

General Investment News

Portfolios coming up for review.  Schrodinger, Carson and Einstein 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

  • Why Use Index Funds?
  • Bullish Percent Indicators: 13 January 2023
  • Darwin Portfolio Review: 17 May, 2024
  • Schrodinger Portfolio Update: 2 January 2026
  • Rutherford Portfolio Review (Tranche 4): 16 August 2024
  • Franklin Sector BPI Portfolio Review: 19 September 2025
  • Carson Portfolio Review: 9 January 2023
  • Sector BPI Millikan Portfolio Update: 14 June 2024
  • Life Insurance: My Story
  • The Nasty Mathematics of Volatility
  • Carson Portfolio: Creating A New Investing Model – Sector BPI

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