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Two Investing Models

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

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1

  •   Here is the link to two investing models. Check i...
    By Lowell He... 6 years ago


Sell In May and Go Away

First post and replies  | Last post by Lowell Herr, 7 years ago

1497
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  •   Check out this Seeking Alpha article. Note that t...
    By Lowell He... 7 years ago


Factor Investing With Momentum Overlay

First post and replies  | Last post by Lowell Herr, 7 years ago

1299
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  •   Readers: Check out this article on Factor Investi...
    By Lowell He... 7 years ago

  •   I received an e-mail note that someone posted a re...
    By Lowell He... 7 years ago


Pre-Great Recession Projections

First post and replies  | Last post by Lowell Herr, 7 years ago

1389
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  •   Check out this article to view Kipling SS projecti...
    By Lowell He... 7 years ago


New Asset Class

First post and replies  | Last post by Lowell Herr, 7 years ago

1596
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  •   Check out this article on Seeking Alpha. I've add...
    By Lowell He... 7 years ago


Portfolio Benchmarking Article

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

741
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  •   Here is the link to an article I wrote on portfoli...
    By Lowell He... 5 years ago


Returns By President Over Last 90 Years

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

812
3

  •   Here is an article readers will find interesting. ...
    By Lowell He... 6 years ago

  •   Requires a membership to read
    By BOB_P 6 years ago

  •   Robert, Seeking Alpha is free, but you need to r...
    By Lowell He... 6 years ago


Factor Tilts

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

897
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  •   Check out this Seeking Alpha article if you have a...
    By Lowell He... 6 years ago


Uncertain Market

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

937
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  •   What is driving this market? Check out this artic...
    By Lowell He... 6 years ago


Covid-19 Management Comparisons

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

946
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  •   Attached in an interesting comparison of how the C...
    By Lowell He... 6 years ago


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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

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  • 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
  • Lowell Herr on Franklin Sector BPI Portfolio Review: 14 April 2026
  • Lowell Herr on McClintock Sector BPI Portfolio Update: 8 April 2026

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  • 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
  • Schrodinger Portfolio Update: 24 February 2026
  • Franklin Sector BPI Portfolio Review: 20 March 2026
  • Schrodinger Robo Advisor Portfolio Review: 23 March 2026

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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.

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  • Franklin Portfolio Review: 31 January 2025
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  • Recession: Will Equities Drop In The Next 18 Months?
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