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 4 years ago
3 Posts
2 Users
0 Reactions
1,655 Views
RSS
Forum 1
 Lowell Herr
(@lowell)
Noble Member Admin Registered
Joined: 13 years ago
Posts: 753
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: 4 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: 13 years ago
Posts: 753
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

  • Gauss Portfolio Update: 17 August 2026
  • Darwin 2026 Portfolio Review: 14 August 2026
  • Kepler Portfolio Update: 14 August 2026
  • Carson Sector BPI Portfolio Update: 12 August 2026
  • Einstein Portfolio Update: 10 August 2026
Share:
Forum Information
Recent Posts
Unread Posts
Tags
  • 18 Forums
  • 660 Topics
  • 830 Posts
  • 47 Online
  • 292 Members
Our newest member: Bob
Latest Post: Sector BPI Update: 8/14/26
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 version 3.1.5

(Visited 63,593 times, 13,891 visits today)

Meta Data

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

Search

Recent Posts

  • Gauss Portfolio Update: 17 August 2026 August 17, 2026
  • Darwin 2026 Portfolio Review: 14 August 2026 August 16, 2026
  • Kepler Portfolio Update: 14 August 2026 August 14, 2026
  • Carson Sector BPI Portfolio Update: 12 August 2026 August 12, 2026
  • Einstein Portfolio Update: 10 August 2026 August 10, 2026
  • Darwin 2026 Portfolio Review: 7 August 2026 August 10, 2026
  • Pauling Portfolio Review: 7 August 2026 August 7, 2026

Recent Comments

  • Lowell Herr on Carson Sector BPI Portfolio Update: 12 August 2026
  • Lowell Herr on Einstein Portfolio Update: 14 July 2026
  • Lee Cash on Einstein Portfolio Update: 14 July 2026
  • Lee Cash on Copernicus Portfolio Update: 23 June 2026
  • Lowell Herr on McClintock Sector BPI Portfolio Update: 5 June 2026
  • Lowell Herr on Portfolio Diversification: 6 June 2026
  • William Tynes on Portfolio Diversification: 6 June 2026
  • Lowell Herr on Portfolio Diversification: 6 June 2026
  • William Tynes on Portfolio Diversification: 6 June 2026
  • Lee Cash on Huygens Portfolio Review: 3 June 2026

Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • Portfolio Diversification: 6 June 2026
  • McClintock Sector BPI Portfolio Update: 2 July 2026
  • Financial Repression: Part 1
  • Schrodinger Portfolio Update: 8 July 2026
  • Carson Sector BPI Portfolio Review: 22 May 2026
  • Pauling Portfolio Review: 7 August 2026
  • Bethe Portfolio Redesigned: 9 July 2026
  • Bohr Portfolio Review: 7 July 2026
  • Financial Repression Portfolio from ChatGPT

General Investment News

Portfolios coming up for review.  Gauss 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.

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

  • Carson Update – Preempting Potential Weakness: 14 April 2023
  • Gauss Asset Allocation Portfolio Review: 7 November 2025
  • Carson Sector BPI Portfolio Review: 28 October 2023
  • Bullish Percent Indicators: 15 December 2023
  • Einstein Portfolio Update: 8 January 2026
  • Dirac 2026 Portfolio Review: 24 April 2026
  • Copernicus Portfolio Review: 13 September 2024
  • Huygens Asset Allocation Portfolio Review: 23 August 2024
  • Bullish Percent Indicators: 17 May 2024
  • Millikan Sector BPI Portfolio Review: 9 October 2024
  • Carson Sector BPI Portfolio Review: 22 April 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.