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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

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
    4 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
    5 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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Sectors On Sale

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

534
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  •   Unless there is a remarkable change in equities be...
    By Lowell He... 3 years ago


Portfolio Schedule

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

798
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  •   Scheduled for portfolio reviews this week are: Ga...
    By Lowell He... 3 years ago

  •   Where is a description of each portfolio?
    By paul pete... 3 years ago

  •   @itar80pete - Paul, I removed that material over a...
    By Lowell He... 3 years ago


Einstein Portfolio

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

659
1

  •   The Einstein will be posted tomorrow. That post t...
    By Lowell He... 3 years ago


Busy Week Coming

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

663
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  •   This will be a busy week for portfolio reviews as ...
    By Lowell He... 3 years ago


Dual Momentum Look-Back Recommendations

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

1068
1

  •   With the market down this morning, I checked in on...
    By Lowell He... 4 years ago


Portfolio Reviews

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

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  •   This coming week will be a slow one for portfolio ...
    By Lowell He... 4 years ago


Three Passive Portfolios

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

753
1

  •   Tomorrow I'll post results for the Bohr portfolio,...
    By Lowell He... 4 years ago


MACD Investing Model

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

818
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  •   Is anyone using the MACD Investing Model to manage...
    By Lowell He... 4 years ago


Portfolios Up For Review

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

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  •   Portfolios due for an update next week are: McCli...
    By Lowell He... 4 years ago


Bohr Follow Up

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

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  •   As a follow up to the Bohr post this morning, I ra...
    By Lowell He... 4 years ago


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  • Copernicus Portfolio Review: 1 August 2025
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Recent Posts

  • Copernicus Portfolio Review: 1 August 2025 August 2, 2025
  • Kepler CEF Portfolio Review: 28 July 2025 July 28, 2025
  • Millikan Portfolio Review: 25 July 2025 July 28, 2025
  • Selecting Closed-End-Funds July 26, 2025
  • Schrodinger Portfolio Review: 22 July 2025 July 23, 2025
  • Huygens Portfolio Review: 22 July 2025 July 22, 2025
  • Carson Sector BPI Portfolio Review: 18 July 2025 July 19, 2025

Recent Comments

  • Lowell Herr on Copernicus Portfolio Review: 1 August 2025
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Lowell Herr on Selecting Closed End Funds (CEFs)
  • William Tynes on Selecting Closed End Funds (CEFs)
  • Lowell Herr on Hawking Portfolio Review: 14 July 2025
  • Lowell Herr on Selecting Closed-End-Funds
  • Lowell Herr on What Should I Do If I Sell My House or Come Into An Inheritance?
  • Harry Stevens on Carson Sector BPI Portfolio Review: 18 July 2025
  • Lowell Herr on Carson Sector BPI Portfolio Review: 18 July 2025
  • Harry Stevens on Carson Sector BPI Portfolio Review: 18 July 2025

Popular Posts

  • Selecting Closed End Funds (CEFs)
  • Closed End Funds (CEFs): 19 May 2025
  • Buffett Indicator & Shiller PE Ratio
  • Bullish Percent Indicators: 2 May 2025
  • Hawking Portfolio Review: 14 July 2025
  • Schrodinger Portfolio Review: 20 June 2025
  • Schrodinger Portfolio Review: 16 May 2025
  • Copernicus Portfolio Review: 5 May 2025
  • What Should I Do If I Sell My House or Come Into An…
  • Bohr Portfolio Review: 6 May 2025

General Investment News

Portfolios coming up for review.  Kepler, Bethe, Einstein, and Gauss 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

  • Forum: How To Use It Efficiently
  • McClintock Sector BPI Portfolio Review: 29 April 2025
  • Bullish Percent Indicators: 13 January 2023
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  • Pauling Asset Allocation Portfolio Review: 29 May 2024
  • Darwin Portfolio Review: 1 March, 2024
  • Darwin Portfolio Review: 3 January 2025
  • How Much Are You Leaving With Your Financial Advisor?
  • Rutherford Portfolio Review (Tranche 4): 21 July 2023
  • Investment Policy Statement: February 2022
  • Rutherford Portfolio Review (Tranche 3): 16 June 2023

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