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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, 6 years ago

1402
2

  •   Just a reminder that ITA Platinum members qualify ...
    By Lowell He... 6 years ago

  •   The discount for the IAM portfolio tracking softwa...
    By Lowell He... 6 years ago


Benchmark Posts

First post and replies  | Last post by Lowell Herr, 2 years ago

1653
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... 2 years ago


Jensen Performance Index

First post and replies  | Last post by Lowell Herr, 3 years ago

1074
3

  •   Platinum and Lifetime members know how much I've b...
    By Lowell He... 4 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, 4 years ago

1480
1

  •   Here is the link to one of the best articles I've ...
    By Lowell He... 4 years ago


Differences Between TWR and IRR

First post and replies  | Last post by Lowell Herr, 5 years ago

1307
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

828
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

1458
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

  • ChatGPT Summary of ITA Wealth Management Blog November 3, 2025
  • Schrodinger Portfolio Update: 28 October 2025 October 28, 2025
  • Portfolio Construction: Where to Begin? October 25, 2025
  • Copernicus Portfolio Review: 14 October 2025 October 14, 2025
  • McClintock Sector BPI Portfolio Review: 9 October 2025 October 9, 2025
  • Hawking Portfolio Review: 3 October, 2025 October 5, 2025
  • Millikan Preparation for 2026 September 27, 2025

Recent Comments

  • Robert Warasila on ChatGPT Summary of ITA Wealth Management Blog
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Stellaluna on Bullish Percent Indicator: 30 May 2025
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Stellaluna on Bullish Percent Indicator: 30 May 2025
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Lowell Herr on Schrodinger Portfolio Update: 28 October 2025
  • William Tynes on Schrodinger Portfolio Update: 28 October 2025
  • Lowell Herr on Portfolio Construction: Where to Begin?

Popular Posts

  • Portfolio Construction: Where to Begin?
  • Selecting Closed End Funds (CEFs)
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  • Hawking Portfolio Review: 3 October, 2025
  • Kepler CEF Portfolio Review: 12 September 2025
  • Bullish Percent Indicator: 30 May 2025
  • Huygens Portfolio Review: 19 August 2025
  • Schrodinger Portfolio Review: 21 August 2025
  • Gauss Revised Asset Allocation Portfolio Review: 5…
  • Carson Sector BPI Portfolio Update: 22 September 2005

General Investment News

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