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Portfolio Diversification: 6 June 2026

June 6, 2026 By Lowell Herr 4 Comments

What to make of Friday’s sell off?  Hi Tech took a hit last Friday, but the broad market is still bullish based on the Bullish Percent Indicator (BPI) for the NYSE. These mixed signals are confusing at best.  This next week, as well as the

Filed Under: Portfolio Management Tagged With: Portfolio Management

Financial Repression Portfolio from ChatGPT

June 9, 2026 By Lowell Herr Leave a Comment

I requested ChatGPT create a portfolio using the following parameters.  In the next blog post (Kepler Review) I will make a few minor adjustments and explain how I intend to bring the various assets up to the target percentages. Create an investment portfolio made up

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

Schrodinger Portfolio Review: 11 June 2026

June 11, 2026 By Lowell Herr Leave a Comment

Schrodinger is the Robo Advisor portfolio up for review this morning.  This is actually an update as little action occurred since the last posting of information. To new readers, the Schrodinger portfolio is managed by computers based at Schwab.  Schwab refers to these portfolios as Intelligent Portfolios. 

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

Franklin Sector BPI Portfolio: 12 June 2026

June 12, 2026 By Lowell Herr Leave a Comment

One of the youngest Sector BPI portfolios is up for review this morning.  Franklin is one of three Sector BPI portfolios managed here at ITA.  All are excellent performers.  Readers interested in Point and Figure (PnF) market movements will find two authors of interest.  They are: Jeremy Du

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

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