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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

666
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

550
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

590
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

1256
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

884
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

1277
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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

1207
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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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  • Millikan Asset Allocation Portfolio: 6 May 2026
  • McClintock Sector BPI Portfolio Review: 5 May 2026
  • Gauss Portfolio Review: 29 April 2026
  • Financial Repression: Part 1
  • Copernicus Portfolio Update: 27 April 2026
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Recent Posts

  • 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
  • Financial Repression: Part 1 April 28, 2026
  • Copernicus Portfolio Update: 27 April 2026 April 27, 2026
  • Carson Sector BPI Portfolio Update: 23 April 2026 April 23, 2026
  • Schrodinger Portfolio Update: 17 April 2026 April 17, 2026

Recent Comments

  • Lowell Herr on Carson Sector BPI Portfolio Update: 23 April 2026
  • Lowell Herr on Recession: Will Equities Drop In The Next 18 Months?
  • Lowell Herr on McClintock Sector BPI Portfolio Update: 8 April 2026
  • Lowell Herr on Copernicus Portfolio Update: 27 April 2026
  • Lowell Herr on Carson Sector BPI Portfolio Review: 25 March 2026

Popular Posts

  • Portfolio Hedging
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • Buffett Indicator & Shiller PE Ratio
  • Portfolio Hedge: 27 March 2026
  • Financial Repression: Part 1
  • Carson Portfolio Review: 26 February 2026
  • Carson Sector BPI Portfolio Review: 25 March 2026
  • Franklin Sector BPI Portfolio Review: 20 March 2026
  • Schrodinger Portfolio Update: 24 February 2026
  • Franklin Sector BPI Portfolio Review: 14 April 2026

General Investment News

Portfolios coming up for review.  Huygens, McClintock, Bethe and Bohr 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

  • Hawking Portfolio Review: 3 October, 2025
  • Carson Portfolio Review: 26 February 2026
  • Rebalancing Asset Allocation Portfolios: 12 March 2025
  • Pauling Asset Allocation Portfolio Review: 10 October 2024
  • Rutherford Portfolio Review (Tranche 3): 29 December 2023
  • McClintock Portfolio Review: 16 August 2022
  • Schrodinger Robo Advisor Portfolio Review: 26 November 2025
  • Retirement Planning Mistake #1
  • Rutherford Portfolio Review (Tranche 2): 16 February 2024
  • Secure Act 2.0 IRA Charitable Annuity
  • Carson Sector BPI Portfolio Review: 19 March 2025

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