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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

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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

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  •   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

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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

2210
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  •   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

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  •   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, 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

2045
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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

  • Darwin 2026 Portfolio Review: 4 September 2026 September 6, 2026
  • Einstein Portfolio Review: 3 September 2026 September 3, 2026
  • Franklin Sector Portfolio Update: 2 September 2026 September 2, 2026
  • Bethe Portfolio Review: 1 September 2026 September 1, 2026
  • Schrodinger Portfolio Update: 31 August 2026 August 31, 2026
  • Darwin 2026 Portfolio Review: 28 August 2026 August 31, 2026
  • Huygens Portfolio Review: 28 August 2026 August 29, 2026

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  • Lowell Herr on Huygens Portfolio Review: 28 August 2026
  • John Distasio on Bohr Portfolio Update: 28 August 2026
  • Lowell Herr on Millikan Portfolio Review: 20 August 2026
  • Robert Warasila on Millikan Portfolio Review: 20 August 2026
  • Lowell Herr on Schrodinger Portfolio Update: 4 August 2026
  • Lowell Herr on Millikan Portfolio Review: 20 August 2026
  • Lee Cash on Schrodinger Portfolio Update: 4 August 2026
  • Stellaluna on Millikan Portfolio Review: 20 August 2026
  • Lowell Herr on Gauss Portfolio Update: 17 August 2026
  • Lee Cash on Gauss Portfolio Update: 17 August 2026

Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • McClintock Sector BPI Portfolio Update: 2 July 2026
  • Portfolio Diversification: 6 June 2026
  • Bethe Portfolio Redesigned: 9 July 2026
  • Schrodinger Portfolio Update: 8 July 2026
  • Pauling Portfolio Review: 7 August 2026
  • Bohr Portfolio Review: 7 July 2026
  • Financial Repression: Part 1
  • Millikan Portfolio Review: 20 August 2026
  • Financial Repression Portfolio Update From ChatGPT

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Portfolios coming up for review.  Pauling, 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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  • Darwin Portfolio Review: 5 December 2025
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  • Schrodinger Portfolio Review: 21 August 2025
  • William Bernstein Recommends Saving More and Spending Less
  • Schrodinger Portfolio Review: 6 February 2025
  • Gauss Revised Asset Allocation Portfolio Review: 5 September 2025
  • Hawking Portfolio Review: 2 August, 2024
  • Bullish Percent Indicators: 7 March 2025
  • Einstein Portfolio Review: 9 November 2022
  • Rutherford Portfolio Review (Tranche 2): 20 January 2023
  • Bullish Percent Indicators: 23 August 2024

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