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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, 6 years ago

1168
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

1520
2

  •   Investors interested in tracking the performance o...
    By Lowell He... 6 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

926
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

1322
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, 4 years ago

1183
1

  •   Here is the link to an excellent article explainin...
    By Lowell He... 4 years ago


Performance Since 4/30/2019

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

735
1

  •   Since 4/30/2019 eleven (11) of the sixteen (16) po...
    By Lowell He... 5 years ago


Performance Tables

First post and replies  | Last post by Lowell Herr, 6 years ago

1291
2

  •   Be sure to check both Performance Table blogs. Th...
    By Lowell He... 6 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

  • Copernicus Portfolio Review: 3 July 2025 July 5, 2025
  • Millikan Portfolio Review: 1 July 2025 July 1, 2025
  • Schrodinger Portfolio Review: 20 June 2025 June 21, 2025
  • Carson Sector BPI Portfolio Review: 18 June 2025 June 19, 2025
  • Franklin Sector BPI Portfolio Review: 12 June 2025 June 12, 2025
  • Schrodinger Portfolio Review: 5 June 2025 June 6, 2025
  • Franklin Sector BPI Portfolio Review: 4 June 2025 June 5, 2025

Recent Comments

  • Lowell Herr on Bullish Percent Indicators: 2 May 2025
  • Lowell Herr on Millikan Portfolio Review: 1 July 2025
  • Lowell Herr on Bullish Percent Indicators: 2 May 2025
  • Lowell Herr on Carson Sector BPI Portfolio Review: 18 June 2025
  • Lowell Herr on Schrodinger Portfolio Review: 20 June 2025
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Lee Cash on Closed End Funds (CEFs): 19 May 2025
  • Lee Cash on Selecting Closed End Funds (CEFs)
  • hedgehunter on Selecting Closed End Funds (CEFs)
  • Lowell Herr on Selecting Closed End Funds (CEFs)

Popular Posts

  • Schrodinger Portfolio Review: 11 April 2025
  • Buffett Indicator & Shiller PE Ratio
  • Closed End Funds (CEFs): 19 May 2025
  • What Should I Do If I Sell My House or Come Into An…
  • Selecting Closed End Funds (CEFs)
  • Bullish Percent Indicators: 11 April 2025
  • Bullish Percent Indicators: 17 April 2025
  • Bullish Percent Indicators: 2 May 2025
  • Schrodinger Portfolio Review: 20 June 2025
  • Bullish Percent Indicators: 4 April 2025

General Investment News

Portfolios coming up for review.  Bethe, Millikan, McClintock, Copernicus, 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.

Check the Forum for more detailed information.  If you wish to begin a financial discussion, use the Forum.

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Random Posts

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  • Rutherford Portfolio Review (Tranche 2): 15 March 2024
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  • Copernicus Portfolio Review: 5 May 2025
  • McClintock Sector BPI Portfolio Review: 29 April 2025
  • Gauss Asset Allocation Portfolio Review: 5 February 2025
  • A Brief History of ITA Wealth Management
  • Copernicus Portfolio Review: 29 March 2024

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