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You are here: Home / Archives for Gauss Portfolio

Gauss Asset Allocation Portfolio Review: 5 February 2025

February 5, 2025 By Lowell Herr

Gauss is not scheduled for a review until later this month, but since I am shifting this account from a Sector BPI investing model over to a simplified Asset Allocation investing model, I need to get started on the rebalancing process.  The following analysis will walk readers through this process of conversion. Gauss Asset Allocation […]

Filed Under: Gauss Portfolio, Asset Allocation, Passive vs. Active, Portfolio Management Tagged With: Asset Allocation, Gauss Portfolio

Gauss Portfolio Review: 14 January 2025

January 14, 2025 By Lowell Herr

The following paragraph within the quotes was AI generated.  “Hello! We hope this message finds you well. We are excited to share with you our latest portfolio review. Our team has been working diligently to analyze the market trends and fine-tune our asset allocation strategies. In this review, we delve into the performance of various […]

Filed Under: Gauss Portfolio, Asset Allocation, Passive vs. Active, Portfolio Construction Tagged With: Asset Allocation, Gauss Portfolio

Gauss Sector BPI Portfolio Review: 9 December 2024

December 9, 2024 By Lowell Herr

Gauss is one of the five Sector BPI portfolios tracked here at ITA.  This Sector BPI portfolio just passed its two year mark operating under the Sector BPI model.  As readers will see in a moment, the Gauss is keeping pace with the S&P 500 ETF, SPY.  SPY is a difficult benchmark to exceed year […]

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

Gauss Sector BPI Portfolio Review: 8 November 2024

November 8, 2024 By Lowell Herr

Nothing has changed over the last few days that will impact the Gauss portfolio.  The only sector ETF held in any of these Sector BPI portfolios is Energy (VDE) and this sector is closer to oversold than it is to overbought.  Oversold is when the percentage of stocks in a particular sector drop to 30% […]

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

Gauss Sector BPI Portfolio Review: 25 October 2024

October 25, 2024 By Lowell Herr

Gauss is one of five portfolios currently using the Sector BPI investing model.  The other four are:  Carson, Franklin, McClintock, and Millikan.  To see how these portfolios are performing, check out this blog post.  These five portfolios were launched at different times and are reviewed at different times of the month.  These variations reduce the […]

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

Gauss Sector BPI Portfolio Update: 7 October 2024

October 7, 2024 By Lowell Herr

Since the last update of the Gauss shares of VDC and VCR were sold out of the portfolio as the 3% Trailing Stop Loss Orders were struck.  This leaves VIS, a shard holding, and VDE, the energy sector that took a huge leap up this past week. The sale of VCR and VDC results in […]

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

Gauss Sector BPI Portfolio Review: 25 September 2024

September 25, 2024 By Lowell Herr

ITA readers using the Sector BPI investing model take note.  Energy (VDE) continues in the oversold zone so it is a Buy.  Sectors overbought are: Discretionary (VCR), Staples (VDC), Financial (VFH), Health (VHT), Industrial (VIS), Utilities (VPU), and Real Estate (VNQ).  Keep in mind there is a difference between the Point and Figure (PnF) graphs […]

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

Gauss Sector BPI Portfolio Review: 4 September 2024

September 4, 2024 By Lowell Herr

This morning the Sector BPI Gauss portfolio is up for review.  As readers will recall, no sectors are currently oversold so no buy or purchase recommendations are eminent.  Energy was very close when last checked so I have a limit order in place for VDE with a price well below the current price. While the […]

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

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