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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 (1 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
    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
    5 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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Rethinking the Copernicus

First post and replies  | Last post by Lowell Herr, 11 months ago

434
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  •   Recognizing the chaos within the current administr...
    By Lowell He... 11 months ago


Busy Week Coming

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

595
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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, 4 years ago

920
1

  •   This coming week ITA investors will encounter diff...
    By Lowell He... 4 years ago


Sectors On Sale

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

691
1

  •   Unless there is a remarkable change in equities be...
    By Lowell He... 4 years ago


Portfolio Schedule

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

1024
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  •   Scheduled for portfolio reviews this week are: Ga...
    By Lowell He... 4 years ago

  •   Where is a description of each portfolio?
    By paul pete... 4 years ago

  •   @itar80pete - Paul, I removed that material over a...
    By Lowell He... 4 years ago


Einstein Portfolio

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

815
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  •   The Einstein will be posted tomorrow. That post t...
    By Lowell He... 4 years ago


Busy Week Coming

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

858
1

  •   This will be a busy week for portfolio reviews as ...
    By Lowell He... 4 years ago


Dual Momentum Look-Back Recommendations

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

1293
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  •   With the market down this morning, I checked in on...
    By Lowell He... 5 years ago


Portfolio Reviews (1 viewing)

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

957
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  •   This coming week will be a slow one for portfolio ...
    By Lowell He... 5 years ago


Three Passive Portfolios

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

935
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  •   Tomorrow I'll post results for the Bohr portfolio,...
    By Lowell He... 5 years ago


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Recent Posts

  • Carson Sector BPI Portfolio Review: 25 March 2026 March 25, 2026
  • Schrodinger Robo Advisor Portfolio Review: 23 March 2026 March 23, 2026
  • Franklin Sector BPI Portfolio Review: 20 March 2026 March 20, 2026
  • McClintock Sector BPI Portfolio Review: 13 March 2026 March 13, 2026
  • Portfolio Hedging March 12, 2026
  • Copernicus Portfolio Review: 11 March 2026 March 11, 2026
  • Gauss Portfolio Review: 5 March 2026 March 5, 2026

Recent Comments

  • hedgehunter on Portfolio Hedging
  • Lowell Herr on McClintock Sector BPI Portfolio Review: 13 March 2026
  • Robert Warasila on McClintock Sector BPI Portfolio Review: 13 March 2026
  • Lowell Herr on McClintock Sector BPI Portfolio Review: 13 March 2026
  • Lowell Herr on Copernicus Portfolio Update: 12 February 2026
  • Lowell Herr on Bullish Percent Indicators: 21 November 2025
  • Lowell Herr on Beta: A Brief Description
  • Lowell Herr on McClintock Sector BPI Portfolio Update: 16 January 2026
  • Lowell Herr on Copernicus Portfolio Update: 15 January 2026
  • Lowell Herr on Millikan Portfolio Review: 13 January 2026

Popular Posts

  • Schrodinger Portfolio Review: 29 January 2026
  • Gifting a Grandchild
  • Portfolio Hedging
  • Darwin 2026: 2 January 2026
  • Millikan Portfolio Review: 13 January 2026
  • McClintock Sector BPI Portfolio Update: 16 January 2026
  • Beta: A Brief Description
  • Carson Sector BPI Portfolio Update: 30 December 2025
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • Beating the Dow With Bonds

General Investment News

Portfolios coming up for review.  Bethe, Copernicus and McClintock 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

  • Copernicus Portfolio Review: 5 May 2025
  • Rutherford-Darwin Portfolio Review: 17 January 2025
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  • Constructing a “Core” Investment Portfolio : Part 2 – Buy And Hold with Periodic Adjustments
  • Darwin Portfolio Review: 12 April, 2024
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  • Franklin Sector BPI Portfolio: 17 October 2024
  • Schrodinger Portfolio Review: 17 April 2023
  • Asset Allocation Is Not Responsible For 90% of Portfolio Returns
  • Rutherford Portfolio Review (Tranche 1): 26 July 2024
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