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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
    5 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
    6 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

424
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  •   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

526
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  •   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

1567
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  •   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, 5 years ago

1267
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  •   Today on the MLK holiday, I'm launching a new and ...
    By Lowell He... 5 years ago


Example Portfolios

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

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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

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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

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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

Portfolio Performance

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

96
1

  •   Based on IRR data the top performing portfolios ar...
    By Lowell He... 1 month ago


Bottom Performers

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

139
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  •   Here are the bottom or worst five performing portf...
    By Lowell He... 6 months ago


Portfolio Rankings

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

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  •   Based on the latest data here are the top five ran...
    By Lowell He... 6 months ago


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Recent Posts

  • Copernicus Portfolio Update: 22 July 2026 July 22, 2026
  • Gauss Portfolio Review: 21 July 2026 July 21, 2026
  • Dirac 2026 Portfolio Review: 20 July 2026 July 20, 2026
  • Darwin 2026 Portfolio Review: 20 July 2026 July 20, 2026
  • Kepler Portfolio Review: 20 July 2026 July 20, 2026
  • Carson Sector BPI Portfolio Update: 16 July 2026 July 16, 2026
  • Einstein Portfolio Update: 14 July 2026 July 14, 2026

Recent Comments

  • Lowell Herr on Einstein Portfolio Update: 14 July 2026
  • 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

Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • Financial Repression: Part 1
  • Financial Repression: Another Perspective
  • Portfolio Diversification: 6 June 2026
  • Financial Repression: Part III
  • McClintock Sector BPI Portfolio Update: 2 July 2026
  • Gauss Portfolio Review: 29 April 2026
  • McClintock Sector BPI Portfolio Review: 5 May 2026
  • Financial Repression Portfolio: Part V
  • Financial Repression: Part IV

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

  • The Elements of Investing: Part I
  • Franklin Sector BPI Plus Review: 26 April 2023
  • Einstein Portfolio Review: 11 June 2025
  • Rutherford-Darwin Portfolio Review: 13 June, 2025
  • Bullish Percent Indicators: 13 January 2023
  • Rutherford Portfolio Review (Tranche 3): 1 December 2023
  • Goofus vs. Gallant
  • Financial Repression: Part III
  • Franklin Sector BPI Portfolio Review: 15 July 2025
  • Hawking Portfolio Review: 4 August 2023
  • The One Page “Investment Book”

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