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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
    6 years ago
  • Benchmark Posts
    Forum 1
    By Lowell Herr
    2 years ago
  • Jensen Performance Index
    Forum 1
    By Lowell Herr
    3 years ago
  • TWR and IRR Calculations
    Forum 1
    By Lowell Herr
    4 years ago
  • Differences Between TWR and IRR
    Forum 1
    By Lowell Herr
    4 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
    5 years ago
  • DM and TM Projections for 3/16/20
    Forum 1
    By Lowell Herr
    5 years ago
  • Carson Recommendations
    Forum 8
    By Lowell Herr
    5 years ago
  • Dual Momentum Recommendation
    Forum 1
    By Lowell Herr
    5 years ago
  • Invest in LQD
    Forum 1
    By Lowell Herr
    5 years ago
  • view all topics


Dual Momentum Portfolios (2 viewing)

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
    2 years ago
  • Dual Momentum and Kipling Spreadsheet
    Forum 1
    By Lowell Herr
    3 years ago
  • Three Dual Momentum Portfolios Reviewed
    Forum 1
    By Lowell Herr
    5 years ago
  • Dual Momentum: Results From Different Look-Ba...
    Forum 1
    By Lowell Herr
    5 years ago
  • McClintock Portfolio Coming to ITA
    Forum 1
    By Lowell Herr
    6 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
    4 years ago
  • Bohr Portfolio
    Forum 1
    By Lowell Herr
    4 years ago
  • Schrodinger Update
    Forum 1
    By Lowell Herr
    5 years ago
  • Applying Momentum to Schrodinger
    Forum 1
    By Lowell Herr
    5 years ago
  • Robo Advisor Portfolios
    Forum 1
    By Lowell Herr
    6 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
    6 years ago
  • Carson Mid-August Update
    Forum 1
    By Lowell Herr
    6 years ago
  • Trailing Stop Loss Orders
    Forum 1
    By Lowell Herr
    6 years ago
  • LRPC - BHS - HA Recommendations
    Forum 1
    By Lowell Herr
    6 years ago
  • Running a "Clean" Kipling
    Forum 1
    By Lowell Herr
    6 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
    4 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, 2 months ago

75
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  •   If you have been following recent portfolio update...
    By Lowell He... 2 months ago


Rebalancing Portfolio

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

178
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  •   Tomorrow I will lay out a rebalancing model for As...
    By Lowell He... 4 months ago


2022 Draw-Down: First Six Months

First post and replies  | Last post by Lowell Herr, 3 years ago

820
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  •   Here is IRR data for the first six months of 2022....
    By Lowell He... 3 years ago

  •   I need to post an update when all the dividends ar...
    By Lowell He... 3 years ago

  •   These are interesting, in that portfoliovisualizer...
    By paul pete... 3 years ago

  •   Paul, The percentages I post are annualized so s...
    By Lowell He... 3 years ago


Copernicus: Launching New Portfolio

First post and replies  | Last post by Lowell Herr, 3 years ago

883
1

  •   Today on the MLK holiday, I'm launching a new and ...
    By Lowell He... 3 years ago


Example Portfolios

First post and replies  | Last post by Lowell Herr, 5 years ago

885
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  •   If you were designing a portfolio that included be...
    By Lowell He... 5 years ago

  •   If putting together an entire portfolio is too one...
    By Lowell He... 5 years ago


Factor Investing: An Overview From Fidelity

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

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  •   Investors interested in putting together a "Factor...
    By Lowell He... 6 years ago

  •   A little off topic. I spoke with a Fidelity repres...
    By Albert Ma... 6 years ago

  •   Albert, Great. I hope this puts pressure on TDAme...
    By Lowell He... 6 years ago


Portfolio Management Approach

First post and replies  | Last post by Albert Mak, 6 years ago

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  •   Eventually, I may write up a blog on the questions...
    By Lowell He... 7 years ago

  •   I did some research, here are the equivalent no tr...
    By Albert Ma... 6 years ago

  •   Albert, Thank you. The list you post is essential...
    By Lowell He... 6 years ago

  •   Lowell, Fidelity is competing with Vanguard on the...
    By Albert Ma... 6 years ago

  • view all posts

Rethinking the Copernicus

First post and replies  | Last post by Lowell Herr, 3 months ago

109
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  •   Recognizing the chaos within the current administr...
    By Lowell He... 3 months ago


Busy Week Coming

First post and replies  | Last post by Lowell Herr, 2 years ago

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  •   Next week will be a very busy one as the Bohr, Fra...
    By Lowell He... 2 years ago


Portfolio Reviews

First post and replies  | Last post by Lowell Herr, 3 years ago

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  •   This coming week ITA investors will encounter diff...
    By Lowell He... 3 years ago


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Recent Posts

  • Copernicus Portfolio Review: 3 July 2025 July 5, 2025
  • Millikan Portfolio Review: 1 July 2025 July 1, 2025
  • Schrodinger Portfolio Review: 20 June 2025 June 21, 2025
  • Carson Sector BPI Portfolio Review: 18 June 2025 June 19, 2025
  • Franklin Sector BPI Portfolio Review: 12 June 2025 June 12, 2025
  • Schrodinger Portfolio Review: 5 June 2025 June 6, 2025
  • Franklin Sector BPI Portfolio Review: 4 June 2025 June 5, 2025

Recent Comments

  • Lowell Herr on Bullish Percent Indicators: 2 May 2025
  • Lowell Herr on Millikan Portfolio Review: 1 July 2025
  • Lowell Herr on Bullish Percent Indicators: 2 May 2025
  • Lowell Herr on Carson Sector BPI Portfolio Review: 18 June 2025
  • Lowell Herr on Schrodinger Portfolio Review: 20 June 2025
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Lee Cash on Closed End Funds (CEFs): 19 May 2025
  • Lee Cash on Selecting Closed End Funds (CEFs)
  • hedgehunter on Selecting Closed End Funds (CEFs)
  • Lowell Herr on Selecting Closed End Funds (CEFs)

Popular Posts

  • Schrodinger Portfolio Review: 11 April 2025
  • Buffett Indicator & Shiller PE Ratio
  • Closed End Funds (CEFs): 19 May 2025
  • What Should I Do If I Sell My House or Come Into An…
  • Selecting Closed End Funds (CEFs)
  • Bullish Percent Indicators: 11 April 2025
  • Bullish Percent Indicators: 17 April 2025
  • Bullish Percent Indicators: 2 May 2025
  • Schrodinger Portfolio Review: 20 June 2025
  • Bullish Percent Indicators: 4 April 2025

General Investment News

Portfolios coming up for review.  Bethe, Millikan, McClintock, Copernicus, and Pauling 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

  • Intelligent Portfolio: Schrodinger Portfolio Update: 20 December 2023
  • Kahneman-Tversky Portfolio Review: 8 May, 2023
  • Rutherford Portfolio Review (Tranche 4): 21 June 2024
  • Bullish Percent Indicators: 16 February 2024
  • Copernicus Portfolio Review: 3 July 2025
  • Bullish Percent Indicators: 29 March 2024
  • Gauss Portfolio Review: 18 March 2025
  • Gauss Portfolio Update: 15 April 2023
  • Hawking Portfolio Review: 2 June 2023
  • Bullish Percent Indicators: 11 April 2025
  • Retirement Planning Mistake #1

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