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Carson Sector BPI Portfolio Review: 8 September 2026

September 8, 2026 By Lowell Herr Leave a Comment

Carson is the Sector BPI portfolio up for review today.  The single significant sector move occurred with the Industrial section of the S&P 500.  Industrials came within a whisker of moving into the oversold zone so I used available cash to add 10 shares of VIS to the Carson.  No new sell orders are in […]

Filed Under: Carson Portfolio, Sector BPI Tagged With: Carson Portfolio, Sector BPI

Pauling Asset Allocation Portfolio Review: 9 September 2026

September 9, 2026 By Lowell Herr Leave a Comment

Pauling is an asset allocation portfolio set up to generate dividends.  It is also a portfolio where the asset classes are consolidated or tilted toward value rather than growth.  This is in keeping with the latest Vanguard recommendation of what the stock market is likely to look like over the next ten years. Check out […]

Filed Under: Pauling Portfolio, Asset Allocation, Portfolio Construction, Portfolio Management Tagged With: Asset Allocation, Pauling Portfolio

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Portfolios coming up for review.  Pauling, Carson, and Kepler 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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