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

1833
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

1936
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

1291
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

1864
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

1598
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

1086
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, 7 years ago

1812
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... 7 years ago


Search Blog

Recent Posts

  • Millikan Asset Allocation Portfolio: 6 May 2026
  • McClintock Sector BPI Portfolio Review: 5 May 2026
  • Gauss Portfolio Review: 29 April 2026
  • Financial Repression: Part 1
  • Copernicus Portfolio Update: 27 April 2026
Share:
Forum Information
Recent Posts
Unread Posts
Tags
  • 18 Forums
  • 628 Topics
  • 798 Posts
  • 10 Online
  • 293 Members
Our newest member: Bob ryan
Latest Post: 5/8/26 Sector Update
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 3.0.9

(Visited 40,346 times, 290 visits today)

Share this:

  • Share on Facebook (Opens in new window) Facebook
  • Share on LinkedIn (Opens in new window) LinkedIn
  • More
  • Share on Bluesky (Opens in new window) Bluesky

Like this:

Like Loading…

Meta Data

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

Search

Recent Posts

  • Millikan Asset Allocation Portfolio: 6 May 2026 May 6, 2026
  • McClintock Sector BPI Portfolio Review: 5 May 2026 May 5, 2026
  • Gauss Portfolio Review: 29 April 2026 April 29, 2026
  • Financial Repression: Part 1 April 28, 2026
  • Copernicus Portfolio Update: 27 April 2026 April 27, 2026
  • Carson Sector BPI Portfolio Update: 23 April 2026 April 23, 2026
  • Schrodinger Portfolio Update: 17 April 2026 April 17, 2026

Recent Comments

  • Lowell Herr on Carson Sector BPI Portfolio Update: 23 April 2026
  • Lowell Herr on Recession: Will Equities Drop In The Next 18 Months?
  • Lowell Herr on McClintock Sector BPI Portfolio Update: 8 April 2026
  • Lowell Herr on Copernicus Portfolio Update: 27 April 2026
  • Lowell Herr on Carson Sector BPI Portfolio Review: 25 March 2026

Popular Posts

  • Portfolio Hedging
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • Buffett Indicator & Shiller PE Ratio
  • Portfolio Hedge: 27 March 2026
  • Financial Repression: Part 1
  • Carson Portfolio Review: 26 February 2026
  • Carson Sector BPI Portfolio Review: 25 March 2026
  • Franklin Sector BPI Portfolio Review: 20 March 2026
  • Schrodinger Portfolio Update: 24 February 2026
  • Franklin Sector BPI Portfolio Review: 14 April 2026

General Investment News

Portfolios coming up for review.  Huygens, McClintock, Bethe 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

  • Dirac Portfolio Review: 4 August 2025
  • Franklin Sector BPI Portfolio Review: 20 March 2026
  • Rutherford Portfolio Review (Tranche 2): 27 October 2023
  • Carson Sector BPI Portfolio Review: 18 June 2025
  • Franklin Sector BPI Portfolio Update: 20 February 2026
  • Asset Allocation Is Not Responsible For 90% of Portfolio Returns
  • Schrodinger Portfolio Review: 4 November 2024
  • Bullish Percent Indicators:
  • Secure Act 2.0 IRA Charitable Annuity
  • Broad Market Conditions: Pay Attention
  • Bullish Percent Indicators: 23 June 2023

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.
      %d