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You are here: Home / Archives for Portfolio Management / Portfolio Construction

Gauss Portfolio Review: 16 November 2023

November 16, 2023 By Lowell Herr

Gauss is a relatively newcomer to the Sector BPI investing model.  It is also one of the portfolios I worked on during the last few weeks of October to purchase the recommended percentage of shares when several sectors were in the oversold zone.  That opportunity is now history as there are no longer any sectors […]

Filed Under: Gauss Portfolio, Portfolio Construction, Sector BPI Tagged With: Gauss Portfolio, Sector BPI

Reworking Pauling Portfolio: 20 November 2023

November 20, 2023 By Lowell Herr

Based on discussions found in the Comment section of the most recent BPI blog post, below is an investment quiver that may be the future of the Sector BPI Plus portfolios.  What I’ve done is to add eleven sector ETFs where these new eleven are equal-weight index securities rather than cap-weighted.  If readers wish to […]

Filed Under: Pauling Portfolio, Portfolio Construction Tagged With: Pauling Portfolio, Portfolio Construction

Sector BPI Investing: Bohr Portfolio Review – 22 November 2023

November 22, 2023 By Lowell Herr

Bohr is the Sector BPI portfolio scheduled for review this morning.  Before making any decisions or moving forward with this update of the Bohr, I checked the Bullish Percent Indicators (BPI) for the eleven market sectors and found no changes.  Technology is still overbought and that is the single sector currently residing outside the “neutral” […]

Filed Under: Bohr Portfolio, Bullish Percent Indicators, Portfolio Construction, Portfolio Management, Sector BPI Tagged With: Bohr Portfolio, Sector BPI

Pauling Checkup: 30 November 2023

November 30, 2023 By Lowell Herr

As one of the poorest performing portfolios, based on Internal Rate of Return (IRR) data, we need to rely on trends to see if the Pauling is improving since the switch was made to the Sector BPI investing model.  Keep in mind the Pauling has only been using the Sector BPI model for one month […]

Filed Under: Pauling Portfolio, Portfolio Construction, Portfolio Management, Sector BPI Tagged With: Pauling Portfolio, Sector BPI

Schrodinger Portfolio Review: 1 December 2023

December 1, 2023 By Lowell Herr

Are you looking for a portfolio that requires no decisions?  If so, the Schrodinger is for you.  This portfolio was initially set up to answer the question – “Who Will Manage the Family Portfolio When I Die?  The following analysis of this Robo Advisor portfolio answers this fundamental question.  Schwab refers to these computer managed […]

Filed Under: Schrodinger Portfolio, Passive vs. Active, Portfolio Construction, Portfolio Management Tagged With: Passive Investing., Schrodinger Portfolio

Copernicus Update: 11 December 2023

December 11, 2023 By Lowell Herr

Next to the Schrodinger portfolio the Copernicus is the easiest to manage.  In addition, the Copernicus is the top performer so that tells us something.  Keep it simple.  With the Schrodinger, all one does is electronically transfer money from a checking account into the broker, Schwab in the case of the Schrodinger, and let their […]

Filed Under: Copernicus Portfolio, Passive vs. Active, Portfolio Construction Tagged With: Copernicus Portfolio

Franklin Portfolio Review: 3 January 2024

January 3, 2024 By Lowell Herr

Despite the small size, the Franklin portfolio receives the same attention as the larger portfolios.  The same methods are used to manage this Sector BPI portfolio as with all other sector BPI portfolios.  Readers interested in the Sector BPI model will find this Seeking Alpha article of interest.  Click on this link and take a […]

Filed Under: Franklin Portfolio, Benchmarks, Critical Material, Portfolio Construction, Portfolio Management, Sector BPI Tagged With: Franklin Portfolio

Gauss Sector BPI Portfolio Update: 3 January 2024

January 3, 2024 By Lowell Herr

Jeffrey Pine atop Sentinel Dome in Yosemite National Park – circa 1972 from scanned slide.  This tree died in the late 1970s. While it is early to update the Gauss, I received numerous notices today that shares of several sector ETFs hit their TSLO strike prices.  Shares of VAW and VCR were sold out of […]

Filed Under: Gauss Portfolio, Portfolio Construction, Portfolio Management, Portfolio Performance, Sector BPI Tagged With: Gauss Portfolio, Sector BPI

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