ITA Wealth Management

  • Home
  • Blog
    • How To Use ITA Blog
    • Golden Rule of Investing
    • Basic Investing Principles
  • Guest Registration
  • Forum
  • Reset Password
  • About Me
    • Archive
    • Contact
You are here: Home / Forum

Forum

  • Forums
  • Members
  • Recent Posts
Forums
ITA Forums
Portfolio Managemen...
Benchmarks
 
Notifications
Clear all

Benchmarks

Discussions that focus on portfolio benchmarks are found in this section of the forum.
RSS

Author Name

Author Email

Topic Title *

 
Preview 0 Revisions Save Draft Saved
Topic Title
Views
Posts

Investment Account Manager Discount

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

2041
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

2155
2

  •   Investors interested in tracking the performance o...
    By Lowell He... 8 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

1661
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

2125
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

1777
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, 7 years ago

1322
1

  •   Since 4/30/2019 eleven (11) of the sixteen (16) po...
    By Lowell He... 7 years ago


Performance Tables

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

1996
2

  •   Be sure to check both Performance Table blogs. Th...
    By Lowell He... 8 years ago

  •   While I prefer to wait until the end of a quarter ...
    By Lowell He... 7 years ago


Search Blog

Recent Posts

  • Darwin 2026 Portfolio Review: 21 August 2026
  • Millikan Portfolio Review: 20 August 2026
  • Copernicus Portfolio Update: 18 August 2026
  • Gauss Portfolio Update: 17 August 2026
  • Darwin 2026 Portfolio Review: 14 August 2026
Share:
Forum Information
Recent Posts
Unread Posts
Tags
  • 18 Forums
  • 663 Topics
  • 833 Posts
  • 30 Online
  • 292 Members
Our newest member: Bob
Latest Post: Energy Overbought
Forum Icons: Forum contains no unread posts Forum contains unread posts
Topic Icons: Not Replied Replied Active Hot Sticky Unapproved Solved Private Closed

 Powered by wpForo version 3.1.5

(Visited 65,210 times, 11,928 visits today)

Meta Data

  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org

Search

Recent Posts

  • Darwin 2026 Portfolio Review: 21 August 2026 August 23, 2026
  • Millikan Portfolio Review: 20 August 2026 August 20, 2026
  • Copernicus Portfolio Update: 18 August 2026 August 18, 2026
  • Gauss Portfolio Update: 17 August 2026 August 17, 2026
  • Darwin 2026 Portfolio Review: 14 August 2026 August 16, 2026
  • Kepler Portfolio Update: 14 August 2026 August 14, 2026
  • Carson Sector BPI Portfolio Update: 12 August 2026 August 12, 2026

Recent Comments

  • Robert Warasila on Millikan Portfolio Review: 20 August 2026
  • Lowell Herr on Schrodinger Portfolio Update: 4 August 2026
  • Lowell Herr on Millikan Portfolio Review: 20 August 2026
  • Lee Cash on Schrodinger Portfolio Update: 4 August 2026
  • Stellaluna on Millikan Portfolio Review: 20 August 2026
  • Lowell Herr on Gauss Portfolio Update: 17 August 2026
  • Lee Cash on Gauss Portfolio Update: 17 August 2026
  • Lowell Herr on Gauss Portfolio Update: 17 August 2026
  • Lee Cash on Gauss Portfolio Update: 17 August 2026
  • Lee Cash on Gauss Portfolio Update: 17 August 2026

Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • Portfolio Diversification: 6 June 2026
  • McClintock Sector BPI Portfolio Update: 2 July 2026
  • Bethe Portfolio Redesigned: 9 July 2026
  • Schrodinger Portfolio Update: 8 July 2026
  • Pauling Portfolio Review: 7 August 2026
  • Financial Repression: Part 1
  • Bohr Portfolio Review: 7 July 2026
  • Financial Repression Portfolio from ChatGPT
  • Financial Repression Portfolio Update From ChatGPT

General Investment News

Portfolios coming up for review.  Kepler, McClintock, Huygens, and Bohr 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.

This blog is free to all who signup as a Guest.

Random Posts

  • Copernicus Portfolio Review: 19 December 2024
  • Gauss Portfolio Review: 27 June 2025
  • Bullish Percent Indicators: 26 April 2024
  • Carson Sector BPI Portfolio Review: 26 January 2026
  • Schrodinger Portfolio Review: 2 January 2025
  • William Bernstein’s Latest E-Book: Getting Rich Slowly
  • Huygens Portfolio Update: 18 December 2025
  • Huygens Portfolio Review: 27 October 2025
  • Regression Analysis and The Schwert Effect
  • Dirac 2026 Portfolio Review: 27 March 2026
  • Rutherford-Darwin Portfolio Review: 3 October 2025

Log in | Website Design by BOING

Insert/edit link

Enter the destination URL

Or link to existing content

    No search term specified. Showing recent items. Search or use up and down arrow keys to select an item.