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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

2280
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

2400
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

1928
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

2380
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, 6 years ago

2006
1

  •   Here is the link to an excellent article explainin...
    By Lowell He... 6 years ago


Performance Since 4/30/2019

First post and replies  | Last post by Lowell Herr, 7 years ago

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  •   Since 4/30/2019 eleven (11) of the sixteen (16) po...
    By Lowell He... 7 years ago


Performance Tables

First post and replies  | Last post by Lowell Herr, 7 years ago

2210
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  •   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

  • Schrodinger Portfolio Update: 2 October 2026 October 2, 2026
  • Bohr Portfolio Update: 1 October 2026 October 1, 2026
  • Einstein Portfolio Review: 30 September 2026 September 30, 2026
  • Franklin Sector BPI Portfolio Update: 28 September 2026 September 28, 2026
  • Dirac 2026 Portfolio Review: 25 September 2026 September 28, 2026
  • Bethe Portfolio Review: 25 September 2026 September 25, 2026
  • McClintock Sector BPI Portfolio Update: 24 September 2026 September 24, 2026

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  • Lowell Herr on McClintock Sector BPI Portfolio Update: 24 September 2026
  • Stellaluna on Carson Sector BPI Portfolio Review: 8 September 2026
  • Stellaluna on Carson Sector BPI Portfolio Review: 8 September 2026
  • Lowell Herr on Carson Sector BPI Portfolio Review: 8 September 2026
  • Lowell Herr on Carson Sector BPI Portfolio Review: 8 September 2026
  • Robert Warasila on Carson Sector BPI Portfolio Review: 8 September 2026
  • Lowell Herr on Carson Sector BPI Portfolio Review: 8 September 2026
  • Robert Warasila on Carson Sector BPI Portfolio Review: 8 September 2026
  • Lowell Herr on Huygens Portfolio Review: 28 August 2026
  • John Distasio on Bohr Portfolio Update: 28 August 2026

Popular Posts

  • Buffett Indicator & Shiller PE Ratio
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  • Bethe Portfolio Redesigned: 9 July 2026
  • Schrodinger Portfolio Update: 8 July 2026
  • Carson Sector BPI Portfolio Update: 12 August 2026
  • Millikan Portfolio Review: 20 August 2026
  • Bohr Portfolio Review: 7 July 2026
  • Dual Momentum Investing by Gary Antonacci
  • McClintock Sector BPI Portfolio Update: 2 July 2026
  • Financial Repression: Part 1

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Portfolios coming up for review.  Carson, Pauling, 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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  • Rutherford Portfolio Review: 27 December 2024
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  • Carson Portfolio Update: 6 March 2023
  • Rutherford Portfolio Review (Tranche 4): 6 December 2024
  • Carson Sector BPI Portfolio Review: 28 October 2023
  • Millikan Portfolio Review: 16 December 2025
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  • Retirement Planning Mistake #3
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  • Schrodinger Portfolio Review: 1 March 2024
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