Seeking Alpha
View as an RSS Feed

Lowell Herr  

View Lowell Herr's Articles BY TICKER:
  • Combining Dividend Aristocrats And ETFs For A Retirement Portfolio
    Mon, Mar. 23 VTI, VEA, VWO 4 Comments

    Summary

    • Select 12 high-yield dividend aristocrats for core holdings.
    • Add 8 ETFs to provide global diversification.
    • Run efficient frontier analysis as an alternative to a momentum model portfolio.
    • Check Return/Volatility ratios of two portfolios.
  • Portfolio Construction Using Asset Allocation, Momentum And Efficient Frontier Analysis
    Sun, Mar. 22 VWO, SHY, VTI 15 Comments

    Summary

    • Step one: Develop a Strategic Asset Allocation plan.
    • Step two: Determine what percentage to allocate to each asset class.
    • Step three: Run an efficient frontier analysis to determine optimal allocations.
    • Step four: Rank the ETFs and use the SHY cutoff model.
  • Dividend Aristocrats: 12 Highest Yielding Stocks For Retirement
    Wed, Feb. 11 VTI, SHY, TGT 29 Comments

    Summary

    • Retire with this portfolio.
    • How to stay away from trouble by using SHY as the "circuit breaker".
    • Stay with the highest yielding Dividend Aristocrats.
    • Invest in high yielding stocks while reducing portfolio risk.
    • Construct a Mosaic Portfolio from stocks and ETFs.
  • Updating The Baker's Dozen Portfolio: A Slight Modification Of The IVY 10
    Wed, Feb. 4 TLT, SHY, VOE 16 Comments

    Summary

    • Constructing a portfolio with as few as 13 ETFs.
    • Reduce risk by introducing a "circuit breaker" ETF.
    • Finding low correlated ETFs.
    • A slight modification to the IVY 10 Portfolio.
  • Protect Profits By Implementing A Risk Reduction Strategy
    Thu, Jan. 15 VTI, TLT, SHY 12 Comments

    Summary

    • Improve Returns by Staying Out of Trouble.
    • The Importance of Implementing a Circuit Breaker.
    • Is It Working?
    • Back-Testing Issues Explored.
  • Bullish Percent Indicators Showing Cracks In Bull Market
    Dec. 29, 2014 SPY, DIA, QQQ 1 Comment

    Summary

    • Absolute Index Percentages Miss Subtle Market Changes.
    • Six of Ten Sectors are Bearish.
    • Growth of Bullish Trends are Slowing.
  • Modifying The Dual Momentum Strategy
    Nov. 24, 2014 SHY, VTI, VNQ 30 Comments

    Summary

    • Increase the number of securities for inclusion in the portfolio.
    • Shorten the look-back period.
    • Use SHY as the "circuit breaker" ETF.
    • Include volatility as a ranking metric.
    • Rebalance every 33 days.
  • Who Will Manage The Family Portfolio When I Die?
    Nov. 21, 2014 44 Comments

    Summary

    • Advanced planning requires details to be printed and available.
    • Is it an active or passively managed portfolio?
    • Make it as simple as possible for the uninterested spouse.
    • Spend time walking through how to access accounts.
  • Dual Momentum: How To Implement Strategy For Higher Returns With Lower Risk
    Nov. 6, 2014 TLT, VEA, VTI 98 Comments

    Summary

    • Dual Momentum utilizes relative strength momentum and absolute momentum.
    • Strategy requires only three ETFs.
    • Strategy increases return while reducing portfolio volatility.
    • Dual Momentum is the king and queen of all market anomalies.
  • Baker's Dozen Portfolio: Improve Return And Reduce Risk
    Oct. 29, 2014 VTI, VOE, VBR 19 Comments

    Summary

    • Thirteen low correlated ETFs are sufficient to build a diversified portfolio.
    • Rank and screen for top two performing ETFs.
    • Reduce portfolio volatility by using SHY as the cutoff ETF.
    • Follow the Occam's razor principle.
  • Swensen 6 Portfolio: ETFs To Remove From Portfolio
    Sep. 16, 2014 SHY, TIP, VEA 6 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
    Aug. 23, 2014 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
    Aug. 19, 2014 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
    Aug. 12, 2014 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
    Jul. 30, 2014 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
    Jul. 28, 2014 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
    Jul. 3, 2014 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
    Jun. 11, 2014 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?
    Jun. 9, 2014 427 Comments

    Summary

    • Dividend aristocrats.
    • Passive vs. active investing.
    • Index vs. dividend aristocrats comparison over several periods.
  • Dividend-Oriented Portfolio Using Low Correlated ETFs
    Jun. 4, 2014 RWX, IDV, VNQ 31 Comments

    Summary

    • High-Yield Portfolio.
    • Cluster Weighting Momentum Analysis.
    • Low Correlated ETFs.
  • 3 Reasons The Current Equities Market Is Exhausted
    May. 29, 2014 SPY, DIA, VNQ 23 Comments

    Summary

    • Shiller CAPE 10 ratio.
    • Bullish Percent Indicators.
    • Cluster Weighting Momentum analysis.
  • Risk Management Using Momentum
    May. 5, 2014 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
    Apr. 23, 2014 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?
    Apr. 14, 2014 DIA, SPY, QQQ 2 Comments

    Summary

    • Market outlook.
    • Bullish percent indicators.
    • Sell in May and go away.
  • Building A Retirement Portfolio Using ETFs
    Apr. 6, 2014 DBC, GLD, IAU 29 Comments

    Summary

    • Strategic Asset Allocation plan.
    • Momentum model.
    • Ranking ETFs.
  • Markets Strengthen: Bullish Percent Indicators Rebound
    Feb. 24, 2014 SPY, DIA, QQQ 1 Comment
  • Bullish Percent Indicators Reflect Strong Market
    Feb. 15, 2014 DIA, SPY, QQQ 11 Comments
  • Improving Upon The 'Swensen Six' Portfolio
    Feb. 3, 2014 TIP, TLT, VEU 13 Comments
  • Bullish Percent Indicators Signal Market Correction Is Underway
    Feb. 2, 2014 SPY, DIA, QQQ 10 Comments
  • Hawking Portfolio - Adjustments Following Expiry Of January Options
    Jan. 31, 2014 SHY, XRT, EWG 1 Comment
  • Applying Momentum And Cluster Analysis To Replicate The Yale Portfolio
    Jan. 27, 2014 PSP, BX, JNK 13 Comments
  • Bullish Percent Indicators Reflect Healthy Correction
    Jan. 26, 2014 SPY, QQQ, DIA 6 Comments