ITA Wealth Management

  • Home
  • Blog
    • How To Use ITA Blog
    • Golden Rule of Investing
    • Basic Investing Principles
  • Guest Registration
  • Forum
  • Reset Password
  • About Me
    • Archive
    • Contact
You are here: Home / Forum

Forum

  • Forums
  • Members
  • Recent Posts
Forums
ITA Forums
Portfolio Managemen...
Benchmarks
Jensen Performance ...
 
Notifications
Clear all

Jensen Performance Index

 
Benchmarks
Last Post by Lowell Herr 3 years ago
3 Posts
2 Users
0 Reactions
936 Views
RSS
Forum 1
 Lowell Herr
(@lowell)
Noble Member Admin Registered
Joined: 12 years ago
Posts: 653
Topic starter July 6, 2021 12:43 PM  

Platinum and Lifetime members know how much I've been advocating Jensen's Alpha or Jensen Performance Index as a way to measure portfolio performance.  Here is a useful link to additional information on the Jensen.

Lowell


   
Quote
Topic Tags
Jensen Performance Index Jensen
Forum 2
 paul peterson
(@itar80pete)
Active Member
Joined: 3 years ago
Posts: 13
July 18, 2022 10:26 AM  

The Jensen Alpha for the Schrodinger is 2.61 (Yahoo adj prices updated today).

 

The Investopedia posting referenced above shows the Fidelity Large Cap Growth (FSLGX) to have a 3-yr Alpha of 7.19.

Does that mean the FSLGX is a much better investment? 


   
ReplyQuote
Forum 1
 Lowell Herr
(@lowell)
Noble Member Admin Registered
Joined: 12 years ago
Posts: 653
Topic starter July 19, 2022 10:11 AM  

Paul,

It appears as if FSLGX was purchased by another company.  Neither Yahoo or Portfolio Visualizer recognized the ticker so I am unable to compare performance with VTI, the ETF I generally use as a reference.

Lowell

 


   
ReplyQuote

Leave a reply

Author Name

Author Email

Title *

 
Preview 0 Revisions Save Draft Saved
Forum Jump:
  Previous Topic
Topic Tags:  Jensen Performance Index (1) , Jensen (2) ,

Search Blog

Recent Posts

  • Bohr Portfolio Review: 12 July 2025
  • Questions To Ask Your Money Manager
  • Copernicus Portfolio Review: 3 July 2025
  • Millikan Portfolio Review: 1 July 2025
  • Schrodinger Portfolio Review: 20 June 2025
Share:
Forum Information
Recent Posts
Unread Posts
Tags
  • 17 Forums
  • 563 Topics
  • 727 Posts
  • 3 Online
  • 278 Members
Our newest member: Adam Imiolek
Latest Post: No Sector Changes
Forum Icons: Forum contains no unread posts Forum contains unread posts
Topic Icons: Not Replied Replied Active Hot Sticky Unapproved Solved Private Closed

Powered by wpForo  Powered by wpForo version 2.4.6

(Visited 30,245 times, 11 visits today)

Share this:

  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • More
  • Click to share on Bluesky (Opens in new window) Bluesky

Like this:

Like Loading...

Meta Data

  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org

Search

Recent Posts

  • Bohr Portfolio Review: 12 July 2025 July 12, 2025
  • Questions To Ask Your Money Manager July 11, 2025
  • 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

Recent Comments

  • Lowell Herr on Bullish Percent Indicators: 2 May 2025
  • 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)

Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • Closed End Funds (CEFs): 19 May 2025
  • Selecting Closed End Funds (CEFs)
  • Schrodinger Portfolio Review: 11 April 2025
  • Bullish Percent Indicators: 17 April 2025
  • Bullish Percent Indicators: 2 May 2025
  • What Should I Do If I Sell My House or Come Into An…
  • Schrodinger Portfolio Review: 20 June 2025
  • Schrodinger Portfolio Review: 16 May 2025
  • Carson Sector BPI Portfolio Review: 4 January 2024

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.

This blog is free to all who signup as a Guest.

Random Posts

  • Schrodinger Portfolio Review: 11 August 2023
  • Carson Portfolio Update: 10 April 2025
  • Revisiting The “Swensen Six” Portfolio
  • Carson Portfolio Review: 1 February 2023
  • Kahneman-Tversky Portfolio Review: 3 July, 2024
  • How Risky is Your Portfolio? – Another Perspective
  • Rutherford Portfolio Review (Tranche 3): 8 September 2023
  • Gauss Asset Allocation Portfolio Review: 19 February 2025
  • Pauling Asset Allocation Portfolio Review: 10 October 2024
  • Bullish Percent Indicators: 11 August 2023
  • Rutherford-Darwin Portfolio Review: 31 January 2025

Log in | Website Design by BOING

Insert/edit link

Enter the destination URL

Or link to existing content

    No search term specified. Showing recent items. Search or use up and down arrow keys to select an item.
      %d