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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

1480
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

1716
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, 3 years ago

1160
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... 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, 5 years ago

1543
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

1352
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

884
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

1530
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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Recent Posts

  • Millikan Portfolio Review: 13 January 2026 January 13, 2026
  • Darwin 2026: 2 January 2026 January 4, 2026
  • Schrodinger Portfolio Update: 2 January 2026 January 2, 2026
  • Carson Sector BPI Portfolio Update: 30 December 2025 December 30, 2025
  • Gifting a Grandchild December 29, 2025
  • Copernicus Portfolio Update: 24 December 2025 December 24, 2025
  • Gauss Portfolio Update: 22 December 2025 December 22, 2025

Recent Comments

  • Lowell Herr on Millikan Portfolio Review: 13 January 2026
  • Lowell Herr on Millikan Portfolio Review: 13 January 2026
  • Lowell Herr on Millikan Portfolio Review: 13 January 2026
  • BOB_P on Millikan Portfolio Review: 13 January 2026
  • Lowell Herr on Bullish Percent Indicators: 21 November 2025
  • Len Suelter on Gifting a Grandchild
  • Lowell Herr on Gifting a Grandchild
  • Robert Warasila on Gifting a Grandchild
  • Lowell Herr on Recession: Will Equities Drop In The Next 18 Months?
  • Craig Burkhart on Recession: Will Equities Drop In The Next 18 Months?

Popular Posts

  • Portfolio Construction: Where to Begin?
  • Recession: Will Equities Drop In The Next 18 Months?
  • Gifting a Grandchild
  • ChatGPT Summary of ITA Wealth Management Blog
  • Copernicus Portfolio Review: 14 November 2025
  • Buffett Indicator & Shiller PE Ratio
  • Millikan Portfolio Review: 4 December 2025
  • Bullish Percent Indicators: 21 November 2025
  • Schrodinger Robo Advisor Portfolio Review: 26 November 2025
  • Selecting Closed End Funds (CEFs)

General Investment News

Portfolios coming up for review.  Pauling, Millikan, Gauss, Copernicus and McClintock 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.

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Random Posts

  • Rutherford Portfolio Review (Tranche 3): 29 December 2023
  • McClintock Sector BPI Portfolio Review: 29 April 2025
  • Rutherford-Darwin Portfolio Review: 31 January 2025
  • Bullish Percent Indicators: 30 June 2023
  • Copernicus Portfolio Review: 3 May 2023
  • Rutherford Portfolio Review (Tranche 3): 3 March 2023
  • Schrodinger Portfolio Review: 4 November 2024
  • A Review/Comparison of Momentum Systems
  • Keep It Simple
  • Rutherford Portfolio Review (Tranche 3): 27 January 2023
  • Kahneman-Tversky Portfolio Review: 30 December, 2022

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