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Benchmarks

Discussions that focus on portfolio benchmarks are found in this section of the forum.
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Investment Account Manager Discount

First post and replies  | Last post by Lowell Herr, 7 years ago

1492
2

  •   Just a reminder that ITA Platinum members qualify ...
    By Lowell He... 7 years ago

  •   The discount for the IAM portfolio tracking softwa...
    By Lowell He... 7 years ago


Benchmark Posts

First post and replies  | Last post by Lowell Herr, 3 years ago

1728
2

  •   Investors interested in tracking the performance o...
    By Lowell He... 7 years ago

  •   Sometime in the future I need to update or write a...
    By Lowell He... 3 years ago


Jensen Performance Index

First post and replies  | Last post by Lowell Herr, 4 years ago

1175
3

  •   Platinum and Lifetime members know how much I've b...
    By Lowell He... 5 years ago

  •   The Jensen Alpha for the Schrodinger is 2.61 (Yaho...
    By paul pete... 4 years ago

  •   Paul, It appears as if FSLGX was purchased by an...
    By Lowell He... 4 years ago


TWR and IRR Calculations

First post and replies  | Last post by Lowell Herr, 5 years ago

1556
1

  •   Here is the link to one of the best articles I've ...
    By Lowell He... 5 years ago


Differences Between TWR and IRR

First post and replies  | Last post by Lowell Herr, 5 years ago

1360
1

  •   Here is the link to an excellent article explainin...
    By Lowell He... 5 years ago


Performance Since 4/30/2019

First post and replies  | Last post by Lowell Herr, 6 years ago

891
1

  •   Since 4/30/2019 eleven (11) of the sixteen (16) po...
    By Lowell He... 6 years ago


Performance Tables

First post and replies  | Last post by Lowell Herr, 6 years ago

1541
2

  •   Be sure to check both Performance Table blogs. Th...
    By Lowell He... 7 years ago

  •   While I prefer to wait until the end of a quarter ...
    By Lowell He... 6 years ago


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  • Beta: A Brief Description
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Recent Posts

  • Franklin Sector BPI Update: 28 January 2026 January 28, 2026
  • Millikan Portfolio Review: 27 January 2026 January 27, 2026
  • Carson Sector BPI Portfolio Review: 26 January 2026 January 26, 2026
  • Beta: A Brief Description January 19, 2026
  • McClintock Sector BPI Portfolio Update: 16 January 2026 January 16, 2026
  • Copernicus Portfolio Update: 15 January 2026 January 15, 2026
  • Millikan Portfolio Review: 13 January 2026 January 13, 2026

Recent Comments

  • Lowell Herr on Beta: A Brief Description
  • Lowell Herr on McClintock Sector BPI Portfolio Update: 16 January 2026
  • Lowell Herr on Copernicus Portfolio Update: 15 January 2026
  • Lowell Herr on Millikan Portfolio Review: 13 January 2026
  • BOB_P on Millikan Portfolio Review: 13 January 2026
  • Lowell Herr on Millikan Portfolio Review: 13 January 2026
  • Lowell Herr on Millikan Portfolio Review: 13 January 2026
  • Lowell Herr on Millikan Portfolio Review: 13 January 2026
  • BOB_P on Millikan Portfolio Review: 13 January 2026
  • Lowell Herr on Bullish Percent Indicators: 21 November 2025

Popular Posts

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  • Copernicus Portfolio Review: 14 November 2025
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  • Millikan Portfolio Review: 4 December 2025
  • Buffett Indicator & Shiller PE Ratio
  • Bullish Percent Indicators: 21 November 2025
  • Schrodinger Robo Advisor Portfolio Review: 26 November 2025
  • Darwin 2026: 2 January 2026

General Investment News

Portfolios coming up for review.  Carson, Millikan, Franklin, Schrodinger and Einstein are the critical portfolios next up for review.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

Check the Forum for more detailed information.  If you wish to begin a financial discussion, use the Forum.

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Random Posts

  • Rutherford Portfolio Review (Tranche 1): 31 May 2024
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  • Rutherford Portfolio Review (Tranche 1): 28 June 2024
  • Kahneman-Tversky Portfolio Review: 1 March, 2024
  • Sector BPI Portfolio Report: 27 November 2023
  • Rebalancing Asset Allocation Portfolios: 12 March 2025
  • Bullish Percent Indicators: 9 August 2024
  • ITA Portfolios: Breaking The Models Into Groups
  • Rutherford Portfolio Review (Tranche 2): 25 October 2024
  • Darwin Portfolio Review: 3 January 2025
  • Rutherford Portfolio Review (Tranche 5): 17 March 2023

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