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 Tables
 
Notifications
Clear all

Performance Tables

 
Benchmarks
Last Post by Lowell Herr 6 years ago
2 Posts
1 Users
0 Reactions
1,475 Views
RSS
Forum 1
 Lowell Herr
(@lowell)
Noble Member Admin Registered
Joined: 12 years ago
Posts: 681
Topic starter January 29, 2019 4:17 AM  

Be sure to check both Performance Table blogs.  The January 28th blog missed its schedule so you may have missed it.

Lowell



   
Quote
Topic Tags
performance tables
Forum 1
 Lowell Herr
(@lowell)
Noble Member Admin Registered
Joined: 12 years ago
Posts: 681
Topic starter August 8, 2019 12:35 PM  

While I prefer to wait until the end of a quarter to report performance results, I was interested to know how the various portfolios performed over this recent rough patch.

I see where every portfolio I track improved on the VTHRX benchmark over the past month and every portfolio with exception of the Curie and Galileo improved with respect to the VTHRX over the past seven months.

This is particularly encouraging as I've been using the latest version of the Kipling during this time frame.

Lowell



   
ReplyQuote

Leave a reply

Author Name

Author Email

Title *

 
Preview 0 Revisions Save Draft Saved
Forum Jump:
  Previous Topic
Next Topic  
Topic Tags:  performance tables (1) ,

Search Blog

Recent Posts

  • Carson Sector BPI Portfolio Update: 21 November 2025
  • Recession: Will Equities Drop In The Next 18 Months?
  • Copernicus Portfolio Review: 14 November 2025
  • Pauling Portfolio Review: 13 November 2025
  • McClintock Sector BPI Portfolio Review: 11 November 2025
Share:
Forum Information
Recent Posts
Unread Posts
Tags
  • 17 Forums
  • 588 Topics
  • 758 Posts
  • 3 Online
  • 282 Members
Our newest member: Matthew D'Argenio
Latest Post: Market Rout
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 2.4.11

(Visited 32,068 times, 23 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

  • Carson Sector BPI Portfolio Update: 21 November 2025 November 21, 2025
  • Recession: Will Equities Drop In The Next 18 Months? November 18, 2025
  • Copernicus Portfolio Review: 14 November 2025 November 14, 2025
  • Pauling Portfolio Review: 13 November 2025 November 13, 2025
  • McClintock Sector BPI Portfolio Review: 11 November 2025 November 11, 2025
  • ChatGPT Summary of ITA Wealth Management Blog November 3, 2025
  • Schrodinger Portfolio Update: 28 October 2025 October 28, 2025

Recent Comments

  • Craig Burkhart on Recession: Will Equities Drop In The Next 18 Months?
  • Lowell Herr on Recession: Will Equities Drop In The Next 18 Months?
  • Lowell Herr on ChatGPT Summary of ITA Wealth Management Blog
  • 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

Popular Posts

  • Portfolio Construction: Where to Begin?
  • Buffett Indicator & Shiller PE Ratio
  • Kepler CEF Portfolio Review: 12 September 2025
  • Hawking Portfolio Review: 3 October, 2025
  • Selecting Closed End Funds (CEFs)
  • Gauss Revised Asset Allocation Portfolio Review: 5…
  • Bullish Percent Indicator: 30 May 2025
  • ChatGPT Summary of ITA Wealth Management Blog
  • Carson Sector BPI Portfolio Update: 22 September 2005
  • Recession: Will Equities Drop In The Next 18 Months?

General Investment News

Portfolios coming up for review.  Kepler and Bohr 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

  • Feynman Portfolio Study: Part 10-3
  • Kahneman-Tversky Portfolio Review: 6 April 2023
  • Gauss Asset Allocation Portfolio Review: 5 February 2025
  • Rutherford Portfolio Review (Tranche 1): 20 October 2023
  • Bullish Percent Indicators: 15 September 2023
  • Millikan Portfolio Review: 23 August 2023
  • Bullish Percent Indicators: 14 July 2023
  • Rutherford Portfolio Review (Tranche 3): 8 September 2023
  • Life Insurance: My Story
  • Gauss Revised Asset Allocation Portfolio Review: 5 September 2025
  • Huygens Asset Allocation Portfolio Review: 11 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.
      %d