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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

2330
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

2464
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

1997
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

2448
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

2076
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

1625
1

  •   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

2277
2

  •   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

  • Huygens Asset Allocation Portfolio: 19 October 2026 October 19, 2026
  • Darwin 2026 Portfolio Review: 16 October 2026 October 18, 2026
  • ChatGPT Evaluates The Copernicus Portfolio October 16, 2026
  • Millikan Portfolio Update: 15 October 2026 October 15, 2026
  • Copernicus Portfolio Update: 13 October 2026 October 14, 2026
  • Dirac 2026 Portfolio Review: 12 October 2026 October 14, 2026
  • Gauss Portfolio Update: 12 October 2026 October 12, 2026

Recent Comments

  • Lowell Herr on ChatGPT Evaluates The Copernicus Portfolio
  • Robert Warasila on ChatGPT Evaluates The Copernicus Portfolio
  • Lowell Herr on ChatGPT Evaluates The Copernicus Portfolio
  • Robert Warasila on ChatGPT Evaluates The Copernicus Portfolio
  • Lowell Herr on Pauling Portfolio Update: 6 October 2026
  • BOB_P on Pauling Portfolio Update: 6 October 2026
  • Lowell Herr on Pauling Portfolio Update: 6 October 2026
  • Lowell Herr on Pauling Portfolio Update: 6 October 2026
  • BOB_P on Pauling Portfolio Update: 6 October 2026
  • Lowell Herr on McClintock Sector BPI Portfolio Update: 24 September 2026

Popular Posts

  • Dual Momentum Investing by Gary Antonacci
  • Pauling Portfolio Review: 7 August 2026
  • Darwin Portfolio Review: 2 October, 2026
  • Buffett Indicator & Shiller PE Ratio
  • Millikan Portfolio Review: 20 August 2026
  • Carson Sector BPI Portfolio Update: 12 August 2026
  • Pauling Portfolio Update: 6 October 2026
  • Schrodinger Portfolio Update: 2 October 2026
  • Financial Repression: Part 1
  • Bohr Portfolio Update: 1 October 2026

General Investment News

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

  • Franklin Portfolio Review: 19 January 2023
  • Which Assets Should I Consider Holding and What System Should I Use to Manage my Portfolio?
  • Schrodinger Portfolio Review: 3 March 2025
  • Pauling Checkup: 30 November 2023
  • Bohr Portfolio Review: 15 February 2023
  • Selecting Closed End Funds (CEFs)
  • Bullish Percent Indicators: 16 June 2023
  • Millikan Portfolio Review: 29 June 2026
  • Einstein Sector BPI Portfolio Review: 7 May 2024
  • Franklin Sector BPI Update: 18 April 2023
  • Franklin Sector Portfolio Update: 2 September 2026

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