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Lowell Herr

 
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  • Swensen 6 Portfolio: ETFs To Remove From Portfolio
    Tue, Sep. 16 SHY, TIP, VEA 5 Comments

    Summary

    • Reducing portfolio risk is as important as seeking returns.
    • How to use the SHY cutoff model with the Swensen Six.
    • Which of the critical ETFs are under-performing SHY.
  • 9 Dividend Aristocrats Reward Investors
    Sat, Aug. 23 PG, GPC, MMM 29 Comments

    Summary

    • Dividend Aristocrats with yields of 2% performed well over examination period.
    • SHY cutoff model adds alpha.
    • Buy and Hold ends up on top.
    • Dividend Aristocrat investors will cheer.
  • The Swensen 6 Portfolio: How To Reduce Risk And Trounce The Market
    Tue, Aug. 19 VTI, EFA, VWO 75 Comments

    Summary

    • Reduce portfolio risk by using SHY as a cutoff ETF.
    • Simplify portfolio management by reviewing every 90 days.
    • Seven ETFs provide global diversification.
  • Preparing For Bull Or Bear Market Using Low Correlated ETFs
    Tue, Aug. 12 TLT, VWO 8 Comments

    Summary

    • Finding low correlated ETFs.
    • Balancing return and risk.
    • Ranking of fundamental ETFs.
  • The Ivy 20 Portfolio: Applying Cluster Weighting Momentum Analysis To Enhance Return
    Wed, Jul. 30 VTI, VO, VB 10 Comments

    Summary

    • Improve diversification through Cluster Weighting Momentum Analysis.
    • How to avoid the next Bear Market.
    • Using SHY as a "circuit breaker.".
  • 10 Top Investment Books For Developing An Investing Philosophy
    Mon, Jul. 28 28 Comments

    Summary

    • Build an educational foundation for portfolio construction.
    • Begin on the right foot by learning the soundness of index investing.
    • Avoid investment mistakes by reading critical material.
    • Learn how to manage and monitor your portfolio.
  • Constructing A Core Portfolio Using Low Correlated ETFs
    Thu, Jul. 3 RWX, PCY, VYM 4 Comments

    Summary

    • Portfolio diversification is not the number of holdings, but rather the correlation among the holdings.
    • How to use Cluster Analysis to build a well-diversified portfolio.
    • Finding low correlated ETFs through a correlation analysis process.
  • The Swensen's 6 ETF Portfolio: An Update
    Wed, Jun. 11 VTI 12 Comments

    Summary

    • Swensen 6 ETF Portfolio.
    • Cluster Weighting Momentum Analysis.
    • Performance Data.
  • Dividend Growth Investors: Do They Have A Point Or Is It Too Close To Call?
    Mon, Jun. 9 427 Comments

    Summary

    • Dividend aristocrats.
    • Passive vs. active investing.
    • Index vs. dividend aristocrats comparison over several periods.
  • Dividend-Oriented Portfolio Using Low Correlated ETFs
    Wed, Jun. 4 RWX, IDV, VNQ 29 Comments

    Summary

    • High-Yield Portfolio.
    • Cluster Weighting Momentum Analysis.
    • Low Correlated ETFs.
  • 3 Reasons The Current Equities Market Is Exhausted
    Thu, May. 29 SPY, DIA, VNQ 23 Comments

    Summary

    • Shiller CAPE 10 ratio.
    • Bullish Percent Indicators.
    • Cluster Weighting Momentum analysis.
  • Risk Management Using Momentum
    Mon, May. 5 GLD, VBK, VWO 10 Comments

    Summary

    • Momentum as a market risk reducer.
    • Global diversification made easy through ETFs.
    • Exponential moving averages as risk control indicator.
    • SHY as performance cutoff.
    • Cluster weighting momentum model for advanced investors.
  • Building A Simple Portfolio Using Fama-French, Novy-Marx And Swensen Principles
    Wed, Apr. 23 VTI, VOE, VBR 16 Comments

    Summary

    • 16 Critical ETFs.
    • Emphasis on Value, Small-Cap and Momentum.
    • Risk Reduction Model.
  • Did 'Sell In May' Come Early?
    Mon, Apr. 14 DIA, SPY, QQQ 2 Comments

    Summary

    • Market outlook.
    • Bullish percent indicators.
    • Sell in May and go away.
  • Building A Retirement Portfolio Using ETFs
    Sun, Apr. 6 DBC, GLD, IAU 29 Comments

    Summary

    • Strategic Asset Allocation plan.
    • Momentum model.
    • Ranking ETFs.
  • Markets Strengthen: Bullish Percent Indicators Rebound
    Mon, Feb. 24 SPY, DIA, QQQ 1 Comment
  • Bullish Percent Indicators Reflect Strong Market
    Sat, Feb. 15 DIA, SPY, QQQ 11 Comments
  • Improving Upon The 'Swensen Six' Portfolio
    Mon, Feb. 3 TIP, TLT, VEU 13 Comments
  • Bullish Percent Indicators Signal Market Correction Is Underway
    Sun, Feb. 2 SPY, DIA, QQQ 10 Comments
  • Hawking Portfolio - Adjustments Following Expiry Of January Options
    Fri, Jan. 31 SHY, XRT, EWG 1 Comment
  • Applying Momentum And Cluster Analysis To Replicate The Yale Portfolio
    Mon, Jan. 27 PSP, BX, JNK 13 Comments
  • Bullish Percent Indicators Reflect Healthy Correction
    Sun, Jan. 26 SPY, QQQ, DIA 6 Comments
  • Asset Classes: How Many Should I Own?
    Thu, Jan. 23 VTI, VEA, VWO 6 Comments
  • Portfolio Management: Blending Asset Allocation And Momentum
    Fri, Jan. 17 BND, RWX, VNQ 18 Comments
  • Bullish Percent Indicators Show Little Change In Markets And Sectors
    Sun, Jan. 12 SPY, SH, SSO 2 Comments
  • Building And Managing That First Portfolio
    Sun, Jan. 5 DBC, VNQ, VWO 13 Comments
  • Has The Market Lost Its Mojo?
    Dec. 26, 2013 BND, BWX, DBC 8 Comments
  • Dividend Aristocrats: Investing In The Best While Reducing Risk
    Dec. 3, 2013 TIP, TLT, JNK 13 Comments
  • Dividend Aristocrats: Cluster Analysis Expanded
    Nov. 14, 2013 DBC, GLD Comment!
  • How To Start A New Portfolio In A High Market Environment
    Nov. 12, 2013 SHY 7 Comments
  • Ranking Dividend Aristocrats
    Nov. 8, 2013 BDX, CLX, KMB 9 Comments
  • Momentum Investing Using Low Correlated ETFs
    Nov. 7, 2013 IDV, BWX, JNK 6 Comments