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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 (3 viewing)

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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Portfolios Up For Review (Week of Oct. 13)

First post and replies  | Last post by Lowell Herr, 10 months ago

388
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  •   Next week the four portfolios up for review are: ...
    By Lowell He... 10 months ago


Rethinking the Copernicus

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

624
1

  •   Recognizing the chaos within the current administr...
    By Lowell He... 1 year ago


Busy Week Coming

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

725
1

  •   Next week will be a very busy one as the Bohr, Fra...
    By Lowell He... 3 years ago


Portfolio Reviews

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

1054
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  •   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

795
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  •   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

1187
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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

916
1

  •   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

1067
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

1492
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  •   With the market down this morning, I checked in on...
    By Lowell He... 5 years ago


Portfolio Reviews

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

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


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  • Gauss Portfolio Review: 21 July 2026
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  • Kepler Portfolio Review: 20 July 2026
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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
  • Franklin Sector BPI Portfolio Review: 14 April 2026

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

  • Bullish Percent Indicators: 10 January 2025
  • Pauling Portfolio Review: 6 August 2025
  • Huygens Portfolio Review: 13 May 2025
  • Bohr Sector BPI Portfolio Review: 13 October 2023
  • Copernicus Portfolio Update: 12 February 2026
  • McClintock Sector BPI Portfolio Review: 23 June 2025
  • Carson Sector BPI Portfolio Update: 21 November 2025
  • Beating the Dow With Bonds
  • McClintock Sector BPI Portfolio Update: 5 June 2026
  • Rutherford Portfolio Review (Tranche 3): 6 October 2023
  • Millikan Portfolio Review: 13 January 2026

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