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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

517
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

394
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

500
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

1113
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

778
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, 5 years ago

1154
1

  •   Don't be shy. What ETF would you include in a por...
    By Lowell He... 5 years ago


Constructing a Multi-Factor Portfolio

First post and replies  | Last post by Lowell Herr, 5 years ago

1109
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  •   Is there any interest in discussing how to go abou...
    By Lowell He... 5 years ago

  •   I would be interested in this discussion but I am ...
    By Mark Holb... 5 years ago

  •   Mark, Understood. If you have time, I highly re...
    By Lowell He... 5 years ago


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  • Millikan Portfolio Review: 4 December 2025
  • Schrodinger Robo Advisor Portfolio Review: 26 November 2025
  • Bullish Percent Indicators: 21 November 2025
  • Carson Sector BPI Portfolio Update: 21 November 2025
  • Recession: Will Equities Drop In The Next 18 Months?
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Recent Posts

  • Millikan Portfolio Review: 4 December 2025 December 4, 2025
  • Schrodinger Robo Advisor Portfolio Review: 26 November 2025 November 26, 2025
  • Bullish Percent Indicators: 21 November 2025 November 22, 2025
  • Carson Sector BPI Portfolio Update: 21 November 2025 November 21, 2025
  • Recession: Will Equities Drop In The Next 18 Months? November 18, 2025
  • Copernicus Portfolio Review: 14 November 2025 November 14, 2025
  • Pauling Portfolio Review: 13 November 2025 November 13, 2025

Recent Comments

  • Lowell Herr on Recession: Will Equities Drop In The Next 18 Months?
  • Craig Burkhart on Recession: Will Equities Drop In The Next 18 Months?
  • Lowell Herr on Recession: Will Equities Drop In The Next 18 Months?
  • Lowell Herr on ChatGPT Summary of ITA Wealth Management Blog
  • Robert Warasila on ChatGPT Summary of ITA Wealth Management Blog
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Stellaluna on Bullish Percent Indicator: 30 May 2025
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Stellaluna on Bullish Percent Indicator: 30 May 2025

Popular Posts

  • Portfolio Construction: Where to Begin?
  • Recession: Will Equities Drop In The Next 18 Months?
  • Buffett Indicator & Shiller PE Ratio
  • Kepler CEF Portfolio Review: 12 September 2025
  • Hawking Portfolio Review: 3 October, 2025
  • ChatGPT Summary of ITA Wealth Management Blog
  • Carson Sector BPI Portfolio Update: 22 September 2005
  • Bullish Percent Indicator: 30 May 2025
  • McClintock Sector BPI Portfolio Review: 9 October 2025
  • McClintock Sector BPI Portfolio Review: 26 September 2025

General Investment News

Portfolios coming up for review.  Bethe and Millikan 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.

This blog is free to all who signup as a Guest.

Random Posts

  • Bullish Percent Indicators: 21 November 2025
  • Advisors Do Not Add Alpha
  • Absolute Acceleration
  • Copernicus Portfolio Review: 5 May 2025
  • Schrodinger Portfolio Review: 26 August 2024
  • Gauss Sector BPI Portfolio Review: 25 October 2024
  • Portfolio Requirements: Basic Ideas For Construction
  • McClintock Sector BPI Portfolio Review: 10 September 2025
  • Carson Sector BPI Portfolio Review: 2 September 2025
  • Franklin Sector BPI Portfolio Review: 19 September 2025
  • Two Quarter Rotations of Sector BPI Performance: 29 April 2024

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