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Benchmarks

Discussions that focus on portfolio benchmarks are found in this section of the forum.
Recent Topics  
12
7
 
  • Investment Account Manager Discount
    Forum 1
    By Lowell Herr
    7 years ago
  • Benchmark Posts
    Forum 1
    By Lowell Herr
    3 years ago
  • Jensen Performance Index
    Forum 1
    By Lowell Herr
    4 years ago
  • TWR and IRR Calculations
    Forum 1
    By Lowell Herr
    5 years ago
  • Differences Between TWR and IRR
    Forum 1
    By Lowell Herr
    5 years ago
  • view all topics


Canary Portfolios

Projections from Dual and Tranche Momentum Spreadsheets
Recent Topics  
26
26
 
  • Canary Recommendation Change
    Forum 1
    By Lowell Herr
    6 years ago
  • DM and TM Projections for 3/16/20
    Forum 1
    By Lowell Herr
    6 years ago
  • Carson Recommendations
    Forum 8
    By Lowell Herr
    6 years ago
  • Dual Momentum Recommendation
    Forum 1
    By Lowell Herr
    6 years ago
  • Invest in LQD
    Forum 1
    By Lowell Herr
    6 years ago
  • view all topics


Dual Momentum Portfolios

Issues related to managing portfolios using the Dual Momentum model belong here.
Recent Topics  
35
29
 
  • Dual Momentum: Historical Performance
    Forum 1
    By Lowell Herr
    3 years ago
  • Dual Momentum and Kipling Spreadsheet
    Forum 1
    By Lowell Herr
    4 years ago
  • Three Dual Momentum Portfolios Reviewed
    Forum 1
    By Lowell Herr
    6 years ago
  • Dual Momentum: Results From Different Look-Ba...
    Forum 1
    By Lowell Herr
    6 years ago
  • McClintock Portfolio Coming to ITA
    Forum 1
    By Lowell Herr
    7 years ago
  • view all topics


Robo Advisor Portfolios

Anything related to Robo Advisor or computer managed portfolios is appropriate for this forum.
Recent Topics  
5
5
 
  • Basic Information On Robo Advisors
    Forum 1
    By Lowell Herr
    5 years ago
  • Bohr Portfolio
    Forum 1
    By Lowell Herr
    5 years ago
  • Schrodinger Update
    Forum 1
    By Lowell Herr
    6 years ago
  • Applying Momentum to Schrodinger
    Forum 1
    By Lowell Herr
    6 years ago
  • Robo Advisor Portfolios
    Forum 1
    By Lowell Herr
    7 years ago

LRPC-BHS-HA Portfolios

Comments and questions related to the Linear Regression Projection-Convolution Buy-Hold-Sell investing model is welcome in this forum.
Recent Topics  
36
31
 
  • Defensive Positions
    Forum 1
    By Lowell Herr
    7 years ago
  • Carson Mid-August Update
    Forum 1
    By Lowell Herr
    7 years ago
  • Trailing Stop Loss Orders
    Forum 1
    By Lowell Herr
    7 years ago
  • LRPC - BHS - HA Recommendations
    Forum 1
    By Lowell Herr
    7 years ago
  • Running a "Clean" Kipling
    Forum 1
    By Lowell Herr
    7 years ago
  • view all topics


HedgeHunter Portfolios

These are the portfolios managed by HedgeHunter
Recent Topics  
1
1
 
  • Rutherford Portfolio Announcement
    Forum 1
    By Lowell Herr
    5 years ago

Portfolio Management

This area is set aside for the purpose of discussing how to manage portfolios.
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Preserving Capital

First post and replies  | Last post by Lowell Herr, 1 year ago

348
1

  •   If you have been following recent portfolio update...
    By Lowell He... 1 year ago


Rebalancing Portfolio

First post and replies  | Last post by Lowell Herr, 1 year ago

463
1

  •   Tomorrow I will lay out a rebalancing model for As...
    By Lowell He... 1 year ago


2022 Draw-Down: First Six Months

First post and replies  | Last post by Lowell Herr, 4 years ago

1467
4

  •   Here is IRR data for the first six months of 2022....
    By Lowell He... 4 years ago

  •   I need to post an update when all the dividends ar...
    By Lowell He... 4 years ago

  •   These are interesting, in that portfoliovisualizer...
    By paul pete... 4 years ago

  •   Paul, The percentages I post are annualized so s...
    By Lowell He... 4 years ago


Copernicus: Launching New Portfolio

First post and replies  | Last post by Lowell Herr, 4 years ago

1207
1

  •   Today on the MLK holiday, I'm launching a new and ...
    By Lowell He... 4 years ago


Example Portfolios

First post and replies  | Last post by Lowell Herr, 6 years ago

1178
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  •   If you were designing a portfolio that included be...
    By Lowell He... 6 years ago

  •   If putting together an entire portfolio is too one...
    By Lowell He... 6 years ago


Factor Investing: An Overview From Fidelity

First post and replies  | Last post by Lowell Herr, 7 years ago

1713
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  •   Investors interested in putting together a "Factor...
    By Lowell He... 7 years ago

  •   A little off topic. I spoke with a Fidelity repres...
    By Albert Ma... 7 years ago

  •   Albert, Great. I hope this puts pressure on TDAme...
    By Lowell He... 7 years ago


Portfolio Management Approach

First post and replies  | Last post by Albert Mak, 7 years ago

1867
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  •   Eventually, I may write up a blog on the questions...
    By Lowell He... 8 years ago

  •   I did some research, here are the equivalent no tr...
    By Albert Ma... 7 years ago

  •   Albert, Thank you. The list you post is essential...
    By Lowell He... 7 years ago

  •   Lowell, Fidelity is competing with Vanguard on the...
    By Albert Ma... 7 years ago

  • view all posts

Bottom Performers

First post and replies  | Last post by Lowell Herr, 4 months ago

91
1

  •   Here are the bottom or worst five performing portf...
    By Lowell He... 4 months ago


Portfolio Rankings

First post and replies  | Last post by Lowell Herr, 4 months ago

164
1

  •   Based on the latest data here are the top five ran...
    By Lowell He... 4 months ago


Portfolios Up For Review (Week of Oct. 13)

First post and replies  | Last post by Lowell Herr, 8 months ago

312
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  •   Next week the four portfolios up for review are: ...
    By Lowell He... 8 months ago


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Recent Posts

  • Schrodinger Portfolio Review: 11 June 2026 June 11, 2026
  • Financial Repression Portfolio from ChatGPT June 9, 2026
  • Portfolio Diversification: 6 June 2026 June 6, 2026
  • McClintock Sector BPI Portfolio Update: 5 June 2026 June 5, 2026
  • Millikan Portfolio Review: 2 June 2026 June 2, 2026
  • Copernicus Portfolio Review: 26 May 2026 May 26, 2026
  • Carson Sector BPI Portfolio Review: 22 May 2026 May 22, 2026

Recent Comments

  • 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 Financial Repression: Part 1
  • Lowell Herr on Financial Repression: Part 1
  • Lee Cash on Financial Repression: Part 1
  • Lowell Herr on Financial Repression: Part 1
  • Lee Cash on Financial Repression: Part 1
  • Lee Cash on Financial Repression: Part 1

Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • Financial Repression: Part 1
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • Franklin Sector BPI Portfolio Review: 20 March 2026
  • Portfolio Hedge: 27 March 2026
  • Portfolio Hedging
  • Franklin Sector BPI Portfolio Review: 14 April 2026
  • Carson Sector BPI Portfolio Review: 25 March 2026
  • Schrodinger Robo Advisor Portfolio Review: 23 March 2026
  • Schrodinger Portfolio Update: 17 April 2026

General Investment News

Portfolios coming up for review.  Kepler, Schrodinger, Bohr and Franklin 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.

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Random Posts

  • Sector BPI Investing: Bohr Portfolio Review – 22 November 2023
  • Huygens Portfolio Review: 9 February 2023
  • Why I Use Index ETFs
  • Rutherford Portfolio Review (Tranche 4): 19 July 2024
  • Beginning to Advanced Investors: 4 December 2021
  • Rutherford Portfolio Review (Tranche 4): 21 July 2023
  • Carson Sector BPI Portfolio Review: 19 March 2025
  • Carson Sector BPI Portfolio Review: 25 March 2026
  • Retirement Planning Mistake #1
  • Schrodinger Intelligent Portfolio Update: 28 June 2024
  • Millikan Portfolio Review: 27 May 2025

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