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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

1318
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

1613
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... 2 years ago


Jensen Performance Index

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

1035
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

1436
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

1269
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, 6 years ago

792
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

1399
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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  • Gauss Revised Asset Allocation Portfolio Review: 5 September 2025
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Recent Posts

  • Copernicus Portfolio Update: 18 September 2025 September 18, 2025
  • Pauling Asset Allocation Portfolio Review: 16 October 2025 September 16, 2025
  • Kepler CEF Portfolio Review: 12 September 2025 September 12, 2025
  • McClintock Sector BPI Portfolio Review: 10 September 2025 September 10, 2025
  • Gauss Revised Asset Allocation Portfolio Review: 5 September 2025 September 5, 2025
  • Carson Sector BPI Portfolio Review: 2 September 2025 September 2, 2025
  • Schrodinger Portfolio Review: 21 August 2025 August 22, 2025

Recent Comments

  • Lowell Herr on Kepler CEF Portfolio Review: 12 September 2025
  • Lowell Herr on Kepler CEF Portfolio Review: 12 September 2025
  • William Tynes on Kepler CEF Portfolio Review: 12 September 2025
  • Lowell Herr on Gauss Revised Asset Allocation Portfolio Review: 5 September 2025
  • Lowell Herr on Gauss Revised Asset Allocation Portfolio Review: 5 September 2025
  • Lowell Herr on Gauss Revised Asset Allocation Portfolio Review: 5 September 2025
  • Craig Burkhart on Gauss Revised Asset Allocation Portfolio Review: 5 September 2025
  • Lowell Herr on Bullish Percent Indicators: 2 May 2025
  • Lowell Herr on Huygens Portfolio Review: 19 August 2025
  • BOB_P on Huygens Portfolio Review: 19 August 2025

Popular Posts

  • Selecting Closed End Funds (CEFs)
  • Hawking Portfolio Review: 14 July 2025
  • Buffett Indicator & Shiller PE Ratio
  • Schrodinger Portfolio Review: 20 June 2025
  • Selecting Closed-End-Funds
  • Bullish Percent Indicators: 2 May 2025
  • What Should I Do If I Sell My House or Come Into An…
  • Carson Sector BPI Portfolio Review: 18 July 2025
  • Copernicus Portfolio Review: 1 August 2025
  • Bullish Percent Indicators: 17 April 2025

General Investment News

Portfolios coming up for review.  Bohr, Pauling, Copernicus, Gauss, and Franklin 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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Random Posts

  • Schrodinger Portfolio Review: 16 May 2025
  • Rutherford Portfolio Review (Tranche 3 and Tranche 4): 6 September and 13 September 2024
  • Carson Sector BPI Portfolio Review: 14 February 2025
  • Franklin Sector BPI Portfolio Review: 12 May 2023
  • Carson Sector BPI Portfolio Review: 29 August 2024
  • What the Experts Say About Index Investing
  • Rutherford Portfolio Review (Tranche 2): 22 December 2023
  • ITA Wealth Management Review: Catching Up
  • Why I Use ETFs Instead of Individual Stocks
  • Bullish Percent Indicators:
  • Kepler CEF Portfolio Review: 12 September 2025

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