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

Carson Sector BPI Portfolio: 21 March 2024

March 21, 2024 By Lowell Herr 1 Comment

“Fund expenses have a direct impact on investment returns.” Carson, the oldest Sector BPI portfolio, is the account up for review today.  With U.S. Equities pushing the upper limits no sectors are positioned in the oversold zone.  In these market conditions investments focus of using available cash

Filed Under: Carson Portfolio, Portfolio Construction, Portfolio Management, Risk Management, Sector BPI Tagged With: Carson Portfolio, Sector BPI

Millikan Sector BPI Portfolio Review: 10 May 2024

May 11, 2024 By Lowell Herr Leave a Comment

The Millikan Sector BPI portfolio is a continuation of support for this particular investing model.  This review includes nearly 1.5 years of data so it is not the youngest or the oldest Sector BPI portfolio.  Historical data is beginning

Filed Under: Millikan Portfolio, Portfolio Management, Portfolio Performance, Risk Management, Sector BPI Tagged With: Millikan Portfolio, Portfolio Management, Portfolio Performance

What Should I Do If I Sell My House or Come Into An Inheritance?

April 11, 2025 By Lowell Herr 1 Comment

The answer to the above question of what to do with a sizable infusion of new cash has multiple answers.  This blog lays out one path for individuals fortunate enough to be faced with this question.  The following plan assumes one does not need this money for living expenses,

Filed Under: Critical Material, Portfolio Management, Risk Management

Millikan Portfolio Review: 1 May 2025

May 1, 2025 By Lowell Herr Leave a Comment

Headline news this morning – “Trump’s tariffs have left businesses in a ‘state of near paralysis’.” Advanced planning is nearly impossible do to an erratic administration that is in the hands of one person.  A person who was not even able to make casinos a success. Based

Filed Under: Millikan Portfolio, Asset Allocation, Passive vs. Active, Portfolio Construction, Portfolio Management, Risk Management Tagged With: Asset Allocation, Millikan Portfolio

Buffett Indicator & Shiller PE Ratio

May 2, 2025 By Lowell Herr Leave a Comment

Canyonland National Park Over the last few weeks I’ve been setting Trailing Stop Loss Orders (TSLOs) for VTI, VOO, and SCHG when portfolios holding these securities come up for review.  The tariff wars are causing market uncertainty, but tariffs are not the only reason for setting TSLOs.  Erratic administration behavior

Filed Under: Critical Material, Portfolio Management, Risk Management Tagged With: Critical Material, Risk Management

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