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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

2007
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

2114
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

1554
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 (1 viewing)

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

2086
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

1737
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

1224
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

1965
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


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Recent Posts

  • Pauling Portfolio Review: 7 August 2026 August 7, 2026
  • Franklin Portfolio Update: 6 August 2026 August 6, 2026
  • Bethe Portfolio Update: 5 August 2026 August 5, 2026
  • Schrodinger Portfolio Update: 4 August 2026 August 4, 2026
  • Dirac 2026 Portfolio Review: 31 July 2026 August 3, 2026
  • Bohr Portfolio Review: 3 August 2026 August 3, 2026
  • Darwin 2026 Portfolio Review: 31 July 2026 August 2, 2026

Recent Comments

  • Lowell Herr on Einstein Portfolio Update: 14 July 2026
  • Lee Cash on Einstein Portfolio Update: 14 July 2026
  • Lee Cash on Copernicus Portfolio Update: 23 June 2026
  • Lowell Herr on McClintock Sector BPI Portfolio Update: 5 June 2026
  • Lowell Herr on Portfolio Diversification: 6 June 2026
  • William Tynes on Portfolio Diversification: 6 June 2026
  • Lowell Herr on Portfolio Diversification: 6 June 2026
  • William Tynes on Portfolio Diversification: 6 June 2026
  • Lee Cash on Huygens Portfolio Review: 3 June 2026
  • Stellaluna on Kepler Portfolio Review: 27 May 2006

Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • Financial Repression: Part 1
  • Portfolio Diversification: 6 June 2026
  • McClintock Sector BPI Portfolio Update: 2 July 2026
  • Schrodinger Portfolio Update: 8 July 2026
  • Bethe Portfolio Redesigned: 9 July 2026
  • Carson Sector BPI Portfolio Review: 22 May 2026
  • Bohr Portfolio Review: 7 July 2026
  • Franklin Sector BPI Portfolio Review: 14 April 2026
  • Financial Repression Portfolio from ChatGPT

General Investment News

Portfolios coming up for review.  Einstein, Carson, and Kepler 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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  • A Review/Comparison of Momentum Systems
  • Rutherford Portfolio Review (Tranche 2): 30 August 2024
  • Schrodinger Portfolio Review: 21 August 2025
  • Kahneman-Tversky Portfolio Review: 5 April, 2024
  • Einstein Portfolio Update: 23 September 2025
  • Kepler Portfolio Review: 13 February 2025
  • McClintock Portfolio Review: 22 January 2024
  • Einstein Portfolio Review: 17 February 2023
  • Carson Sector BPI Portfolio Update: 23 April 2026
  • Franklin Sector BPI Plus Review: 17 June 2023
  • Darwin 2026 Portfolio Review: 29 May 2026

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