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You are here: Home / Archives for Portfolio Performance

Portfolio Performance: 6 September 2013

September 7, 2013 By Lowell Herr

The following portfolio performance table establishes a baseline or frame of reference for future performance data.  Not all the portfolios have yet to go through an update cycle since management style changes have taken place.  Using momentum models as explained in The Feynman Study will take numerous cycles before we will know if positive trends […]

Filed Under: Portfolio Performance Tagged With: Portfolio Performance

Dirac Portfolio Review – 31 August 2020

August 31, 2020 By HedgeHunter 8 Comments

I’m reviewing the Dirac Portfolio mid-day today so as to avoid severe overload of information as End-Of-Month (EOM) reviews become due.  We’ll start with a quick look at the Dirac Portfolio quiver that is comprised of 40 stocks (rather than ETFs) that are  considered for inclusion in the portfolio: At the present time the portfolio […]

Filed Under: Dirac Portfolio, Portfolio Management, Portfolio Performance Tagged With: Dirac Portfolio, Portfolio Management, Portfolio Performance

Sample Carson IRR Comparisons

October 30, 2020 By Lowell Herr 15 Comments

Before I invest too much time in entering comparison data, is the following table something readers would find useful for the Carson portfolios?  I have access to all the data through October of this year and I can generate a similar table for the Jensen Alpha data for each of the three portfolios. I removed […]

Filed Under: Carson BHS, Carson HA, Carson LRPC, Portfolio Performance Tagged With: Carson Portfolios, Portfolio Performance

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