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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, 6 years ago

1107
2

  •   Just a reminder that ITA Platinum members qualify ...
    By Lowell He... 6 years ago

  •   The discount for the IAM portfolio tracking softwa...
    By Lowell He... 6 years ago


Benchmark Posts

First post and replies  | Last post by Lowell Herr, 2 years ago

1480
2

  •   Investors interested in tracking the performance o...
    By Lowell He... 6 years ago

  •   Sometime in the future I need to update or write a...
    By Lowell He... 2 years ago


Jensen Performance Index

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

883
3

  •   Platinum and Lifetime members know how much I've b...
    By Lowell He... 4 years ago

  •   The Jensen Alpha for the Schrodinger is 2.61 (Yaho...
    By paul pete... 3 years ago

  •   Paul, It appears as if FSLGX was purchased by an...
    By Lowell He... 3 years ago


TWR and IRR Calculations

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

1266
1

  •   Here is the link to one of the best articles I've ...
    By Lowell He... 4 years ago


Differences Between TWR and IRR

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

1131
1

  •   Here is the link to an excellent article explainin...
    By Lowell He... 4 years ago


Performance Since 4/30/2019

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

693
1

  •   Since 4/30/2019 eleven (11) of the sixteen (16) po...
    By Lowell He... 5 years ago


Performance Tables

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

1223
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  •   Be sure to check both Performance Table blogs. Th...
    By Lowell He... 6 years ago

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


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Recent Posts

  • Copernicus Portfolio Review: 2 June 2025 June 2, 2025
  • Selecting Closed End Funds (CEFs) May 31, 2025
  • Bullish Percent Indicator: 30 May 2025 May 31, 2025
  • Gauss Portfolio Review: 28 May 2025 May 28, 2025
  • Millikan Portfolio Review: 27 May 2025 May 27, 2025
  • Rutherford-Darwin Portfolio – Restructuring the Management Plan Part 1: Outline of New Structure and Strategies to be Used May 19, 2025
  • Closed End Funds (CEFs): 19 May 2025 May 19, 2025

Recent Comments

  • Lee Cash on Selecting Closed End Funds (CEFs)
  • hedgehunter on Selecting Closed End Funds (CEFs)
  • Lowell Herr on Selecting Closed End Funds (CEFs)
  • William Tynes on Selecting Closed End Funds (CEFs)
  • Lowell Herr on Closed End Funds (CEFs): 19 May 2025
  • Lee Cash on Closed End Funds (CEFs): 19 May 2025
  • Lowell Herr on Closed End Funds (CEFs): 19 May 2025
  • Lee Cash on Closed End Funds (CEFs): 19 May 2025
  • Lowell Herr on Closed End Funds (CEFs): 19 May 2025
  • Lee Cash on Closed End Funds (CEFs): 19 May 2025

Popular Posts

  • Bullish Percent Indicators: 4 April 2025
  • Moving Average Convergence/Divergence Indicator (MACD)
  • Schrodinger Portfolio Review: 11 April 2025
  • Buffett Indicator & Shiller PE Ratio
  • Closed End Funds (CEFs): 19 May 2025
  • Schrodinger Portfolio Review: 3 March 2025
  • What Should I Do If I Sell My House or Come Into An…
  • Bullish Percent Indicators: 11 April 2025
  • Bullish Percent Indicators: 17 April 2025
  • Carson Sector BPI Portfolio Review: 4 January 2024

General Investment News

Portfolios coming up for review.  Copernicus, Kepler, 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.

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  • Investing 101
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  • Rutherford Portfolio Review (Tranche 3): 1 December 2023
  • Rutherford-Darwin Portfolio Review: 7 February 2025
  • Rutherford Portfolio Review (Tranche 2): 5 May 2023
  • Huygens Portfolio Review: 9 February 2023
  • Gauss Asset Allocation Portfolio Review: 19 February 2025
  • Rutherford Portfolio Review (Tranche 3): 12 May 2023

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