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
Performance Since 4...
 
Notifications
Clear all

Performance Since 4/30/2019

 
Benchmarks
Last Post by Lowell Herr 6 years ago
1 Posts
1 Users
0 Reactions
1,170 Views
RSS
Forum 1
 Lowell Herr
(@lowell)
Noble Member Admin Registered
Joined: 13 years ago
Posts: 747
Topic starter February 14, 2020 12:26 PM  

Since 4/30/2019 eleven (11) of the sixteen (16) portfolios are growing faster than the Schrodinger portfolio.  This data is as of 2/13/2020.  All but two portfolio grew faster than the Schrodinger through the month of January.

From the end of last April through 2/13/2020 the IRR for the Schrodinger was 15.25% - a strong growth period.

Lowell



   
Quote
Topic Tags
performance data

Leave a reply

Author Name

Author Email

Title *

 
Preview 0 Revisions Save Draft Saved
Forum Jump:
  Previous Topic
Next Topic  
Topic Tags:  performance data (2) ,

Search Blog

Recent Posts

  • Carson Sector BPI Portfolio Update: 16 July 2026
  • Einstein Portfolio Update: 14 July 2026
  • Pauling Portfolio Update: 13 July 2026
  • Darwin 2026 Portfolio Review: 10 July 2026
  • Franklin Sector BPI Portfolio Update: 10 July 2026
Share:
Forum Information
Recent Posts
Unread Posts
Tags
  • 18 Forums
  • 654 Topics
  • 824 Posts
  • 6 Online
  • 292 Members
Our newest member: Bob
Latest Post: Sector BPI Report for 10 July 2026
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 3.1.2

(Visited 48,639 times, 4,529 visits today)

Share this:

  • Share on Facebook (Opens in new window) Facebook
  • Share on LinkedIn (Opens in new window) LinkedIn
  • More
  • 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

  • Carson Sector BPI Portfolio Update: 16 July 2026 July 16, 2026
  • Einstein Portfolio Update: 14 July 2026 July 14, 2026
  • Pauling Portfolio Update: 13 July 2026 July 13, 2026
  • Darwin 2026 Portfolio Review: 10 July 2026 July 12, 2026
  • Franklin Sector BPI Portfolio Update: 10 July 2026 July 10, 2026
  • Bethe Portfolio Redesigned: 9 July 2026 July 9, 2026
  • Schrodinger Portfolio Update: 8 July 2026 July 8, 2026

Recent Comments

  • 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
  • Stellaluna on Kepler Portfolio Review: 27 May 2006
  • Lowell Herr on Kepler Portfolio Review: 27 May 2006

Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • Financial Repression: Part 1
  • Financial Repression: Another Perspective
  • Portfolio Diversification: 6 June 2026
  • Financial Repression: Part III
  • Gauss Portfolio Review: 29 April 2026
  • Franklin Sector BPI Portfolio Review: 14 April 2026
  • McClintock Sector BPI Portfolio Review: 5 May 2026
  • Financial Repression: Part IV
  • Schrodinger Portfolio Update: 17 April 2026

General Investment News

Portfolios coming up for review.  Pauling, Einstein, and Carson 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

  • Gauss Sector BPI Portfolio Review: 4 September 2024
  • Huygens Asset Allocation Portfolio Review: 2 February 2026
  • Bullish Percent Indicators: 29 March 2024
  • Pauling Portfolio Review: 6 August 2025
  • McClintock Sector BPI Portfolio Review: 10 February 2026
  • Franklin Sector BPI Portfolio: 24 July 2024
  • Darwin 2026 Portfolio Review: 18 June 2026
  • Portfolio Management When Facing Debt Limit Differences
  • Revisiting The “Swensen Six” Portfolio
  • Franklin Portfolio Review: 8 February 2023
  • Dirac 2026 Portfolio Review: 27 February, 2026

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