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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

1734
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

1888
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, 4 years ago

1272
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

1788
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

1549
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

1037
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

1748
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... 7 years ago


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Recent Posts

  • Carson Sector BPI Portfolio Update: 23 April 2026 April 23, 2026
  • Schrodinger Portfolio Update: 17 April 2026 April 17, 2026
  • Franklin Sector BPI Portfolio Review: 14 April 2026 April 14, 2026
  • Millikan Portfolio Review: 9 April 2026 April 9, 2026
  • McClintock Sector BPI Portfolio Update: 8 April 2026 April 8, 2026
  • Copernicus Portfolio Review: 6 April 2026 April 6, 2026
  • Dirac 2026 Portfolio Review: 2 April 2026 April 4, 2026

Recent Comments

  • Lowell Herr on Carson Sector BPI Portfolio Review: 25 March 2026
  • Lowell Herr on Franklin Sector BPI Portfolio Review: 14 April 2026
  • Lowell Herr on McClintock Sector BPI Portfolio Update: 8 April 2026
  • hedgehunter on Dirac 2026 Portfolio Review: 2 April 2026
  • hedgehunter on Portfolio Hedge: 27 March 2026
  • Lowell Herr on Carson Sector BPI Portfolio Review: 25 March 2026
  • hedgehunter on Portfolio Hedge: 27 March 2026
  • William Tynes on Portfolio Hedge: 27 March 2026
  • hedgehunter on Portfolio Hedging

Popular Posts

  • Schrodinger Portfolio Review: 29 January 2026
  • Portfolio Hedging
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • Portfolio Hedge: 27 March 2026
  • Schrodinger Portfolio Update: 24 February 2026
  • Buffett Indicator & Shiller PE Ratio
  • Carson Sector BPI Portfolio Review: 25 March 2026
  • Franklin Sector BPI Portfolio Review: 20 March 2026
  • Carson Portfolio Review: 26 February 2026
  • Carson Sector BPI Portfolio Review: 26 January 2026

General Investment News

Portfolios coming up for review.  Einstein, Carson, and Pauling 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

  • Checking Up On McClintock: 5 October 2022
  • Franklin Sector BPI Update: 18 April 2023
  • Schrodinger Portfolio Review: 29 January 2026
  • Why I Use Index ETFs
  • McClintock Sector BPI Portfolio Update: 8 April 2026
  • Rutherford Portfolio Review (Tranche 1): 30 June 2023
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  • Huygens Asset Allocation Portfolio Review: 11 April 2025
  • Kahneman-Tversky Portfolio Review: 9 August, 2024
  • Bullish Percent Indicators: 26 April 2024

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