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
General Discussions
Using S&P 500 as Be...
 
Notifications
Clear all

Using S&P 500 as Benchmark

 
General Discussions
Last Post by Lowell Herr 6 years ago
1 Posts
1 Users
0 Reactions
1,002 Views
Sticky
RSS
Forum 1
 Lowell Herr
(@lowell)
Noble Member Admin Registered
Joined: 12 years ago
Posts: 673
Topic starter October 29, 2019 6:46 AM  

The S&P 500 is a common benchmark.  If this is your goal or you plan to use the S&P 500 as your benchmark, then you need to set up a different portfolio vs. most of the ITA portfolios.  In the near future I plan to show what such a portfolio might look like.

Lowell



   
Quote
Topic Tags
S&P500 Benchmark

Leave a reply

Author Name

Author Email

Title *

 
Preview 0 Revisions Save Draft Saved
Forum Jump:
  Previous Topic
Next Topic  
Topic Tags:  S&P500 Benchmark (1) ,

Search Blog

Recent Posts

  • ChatGPT Summary of ITA Wealth Management Blog
  • Schrodinger Portfolio Update: 28 October 2025
  • Portfolio Construction: Where to Begin?
  • Copernicus Portfolio Review: 14 October 2025
  • McClintock Sector BPI Portfolio Review: 9 October 2025
Share:
Forum Information
Recent Posts
Unread Posts
Tags
  • 17 Forums
  • 581 Topics
  • 749 Posts
  • 2 Online
  • 282 Members
Our newest member: Matthew D'Argenio
Latest Post: Two Purchase Recommendations (11/7/2025)
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 2.4.10

(Visited 31,717 times, 3 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

  • ChatGPT Summary of ITA Wealth Management Blog November 3, 2025
  • Schrodinger Portfolio Update: 28 October 2025 October 28, 2025
  • Portfolio Construction: Where to Begin? October 25, 2025
  • Copernicus Portfolio Review: 14 October 2025 October 14, 2025
  • McClintock Sector BPI Portfolio Review: 9 October 2025 October 9, 2025
  • Hawking Portfolio Review: 3 October, 2025 October 5, 2025
  • Millikan Preparation for 2026 September 27, 2025

Recent Comments

  • 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
  • Lowell Herr on Schrodinger Portfolio Update: 28 October 2025
  • William Tynes on Schrodinger Portfolio Update: 28 October 2025
  • Lowell Herr on Portfolio Construction: Where to Begin?

Popular Posts

  • Portfolio Construction: Where to Begin?
  • Selecting Closed End Funds (CEFs)
  • Buffett Indicator & Shiller PE Ratio
  • Hawking Portfolio Review: 3 October, 2025
  • Kepler CEF Portfolio Review: 12 September 2025
  • Bullish Percent Indicator: 30 May 2025
  • Huygens Portfolio Review: 19 August 2025
  • Schrodinger Portfolio Review: 21 August 2025
  • Gauss Revised Asset Allocation Portfolio Review: 5…
  • Carson Sector BPI Portfolio Update: 22 September 2005

General Investment News

Portfolios coming up for review.  Millikan, Gauss, Einstein, McClintock, Pauling, 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

  • Schrodinger Portfolio Review: 11 April 2025
  • Beginning to Advanced Investors: 4 December 2021
  • Bullish Percent Indicators: 14 June 2024
  • Why I Use ETFs Instead of Individual Stocks
  • Rutherford Portfolio Review (Tranche 2): 20 January 2023
  • Preparing the Millikan For Transition: 26 December 2022
  • Rutherford Portfolio Review (Tranche 2): 30 August 2024
  • Bullish Percent Indicators: 4 April 2025
  • Schrodinger Intelligent Portfolio Update: 28 June 2024
  • Millikan Portfolio Update: 11 April 2023
  • Two Quarter Rotations of Sector BPI Performance: 29 April 2024

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