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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
    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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Sectors On Sale

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

483
1

  •   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

723
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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

614
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

616
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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

999
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

601
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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

693
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

766
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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

463
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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

1064
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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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  • Millikan Portfolio Review: 1 July 2025
  • Schrodinger Portfolio Review: 20 June 2025
  • Carson Sector BPI Portfolio Review: 18 June 2025
  • Franklin Sector BPI Portfolio Review: 12 June 2025
  • Schrodinger Portfolio Review: 5 June 2025
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Recent Posts

  • 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
  • Bohr Portfolio Review: 4 June 2025 June 4, 2025

Recent Comments

  • 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)
  • William Tynes on Selecting Closed End Funds (CEFs)

Popular Posts

  • Bullish Percent Indicators: 4 April 2025
  • Schrodinger Portfolio Review: 11 April 2025
  • Closed End Funds (CEFs): 19 May 2025
  • Buffett Indicator & Shiller PE Ratio
  • 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
  • Franklin Portfolio Update: 8 April 2025
  • Bullish Percent Indicators: 2 May 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

  • Schrodinger Portfolio Review: 8 January 2024
  • Thoughts on “Dividend Income Investing” and other Philosophical Topics.
  • Hawking Portfolio Review: 3 March, 2023
  • Franklin Sector BPI Portfolio Review: 12 May 2023
  • Rutherford Portfolio Review (Tranche 1): 30 June 2023
  • Rutherford Portfolio Review (Tranche 4): 3 February 2023
  • Hawking Portfolio Review: 1 November, 2024
  • Schrodinger Portfolio Update: 2 December 2024
  • Rutherford Portfolio Review (Tranche 4): 19 May 2023
  • Tentative Asset Allocation Model
  • Carson Sector BPI Portfolio Review: 4 January 2024

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