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You are here: Home / Archives for Portfolio Management

Carson Sector BPI Portfolio Update: 5 October 2026

October 5, 2026 By Lowell Herr Leave a Comment

Before delving into an update of the Carson, here is a Seeking Alpha article of interest. Last week I mentioned that Financials dropped into the oversold zone.  Upon the market opening I purchased shares of VFH for the three Sector BPI portfolios.  Carson is one of the three and I purchased 51 shares bringing the […]

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

Darwin Portfolio Review: 2 October, 2026

October 5, 2026 By hedgehunter Leave a Comment

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Filed Under: Darwin Portfolio, Portfolio Management, Portfolio Performance Tagged With: Darwin Portfolio, Portfolio Management, Portfolio Performance

Pauling Portfolio Update: 6 October 2026

October 6, 2026 By Lowell Herr 1 Comment

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

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Recent Posts

  • Questions To Ask Before You Hire A Professional Money Manager August 25, 2013
  • Occam’s Razor and Investing August 26, 2013
  • The Feynman Study September 3, 2013
  • The Feynman Study: Part 1 September 5, 2013
  • The Feynman Study: Part 2 September 6, 2013
  • The Feynman Study: Part 3 September 7, 2013
  • The Feynman Study: Part 4 September 8, 2013

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  • BOB_P on Pauling Portfolio Update: 6 October 2026
  • Lowell Herr on McClintock Sector BPI Portfolio Update: 24 September 2026
  • Stellaluna on Carson Sector BPI Portfolio Review: 8 September 2026
  • Stellaluna on Carson Sector BPI Portfolio Review: 8 September 2026
  • Lowell Herr on Carson Sector BPI Portfolio Review: 8 September 2026
  • Lowell Herr on Carson Sector BPI Portfolio Review: 8 September 2026
  • Robert Warasila on Carson Sector BPI Portfolio Review: 8 September 2026
  • Lowell Herr on Carson Sector BPI Portfolio Review: 8 September 2026
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  • Lowell Herr on Huygens Portfolio Review: 28 August 2026

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  • Buffett Indicator & Shiller PE Ratio
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  • Financial Repression: Part 1
  • Darwin Portfolio Review: 2 October, 2026
  • Bohr Portfolio Review: 7 July 2026
  • McClintock Sector BPI Portfolio Update: 2 July 2026
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General Investment News

Portfolios coming up for review.  Carson, Pauling, 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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  • Questions To Ask Before You Hire A Professional Money Manager
  • Occam’s Razor and Investing
  • The Feynman Study
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  • The Feynman Study: Part 4
  • The Feynman Study: Part 4 (Continued)
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