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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
    3 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
    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
    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
    5 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
    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
    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
    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
    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
    4 years ago

Portfolio Management

This area is set aside for the purpose of discussing how to manage portfolios.
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Bohr Follow Up

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

1245
1

  •   As a follow up to the Bohr post this morning, I ra...
    By Lowell He... 5 years ago


Portfolio Adjustments: Limit Orders Struck

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

830
1

  •   In the next round of portfolio reviews there will ...
    By Lowell He... 5 years ago


The 60/40 Portfolio Is Dead

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

769
1

  •   Is the 60/40 stock/bond portfolio dead? Check out...
    By Lowell He... 5 years ago


Commodities: Should They Be Included

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

701
1

  •   Should we include Commodities in our portfolio(s)?...
    By Lowell He... 5 years ago


Jensen Alpha

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

948
1

  •   Excuse me if I posted this link on how the Jensen ...
    By Lowell He... 5 years ago


Asset Allocation: History

First post and replies  | Last post by BOB_P, 5 years ago

742
2

  •   I was thinking back to the early days of the ITA b...
    By Lowell He... 5 years ago

  •   Lowell, I remember those days well. Now a days I...
    By BOB_P 5 years ago


Risk Parity Portfolio

First post and replies  | Last post by Anonymous, 5 years ago

840
5

  •   Hi All, I recently came across the risk parity p...
    By Albert Ma... 5 years ago

  •   Albert, This looks to be a portfolio that is app...
    By Anonymous 5 years ago

  •   Albert, I assume you have read this ITA article ...
    By Anonymous 5 years ago

  •   Albert, A less expensive option is to invest 20%...
    By Anonymous 5 years ago

  • view all posts

Bohr Portfolio

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

711
1

  •   The Bohr portfolio will be reviewed at a later dat...
    By Lowell He... 5 years ago


Active vs. Passive Management Debate

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

701
1

  •   Check out this article which shows the active vs. ...
    By Lowell He... 5 years ago


Scheduled Reviews for Next Week

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

1238
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  •   Next week (July 13th) these are the portfolios sch...
    By Lowell He... 5 years ago


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Recent Posts

  • Kepler Portfolio Update: 19 December 2025 December 19, 2025
  • Huygens Portfolio Update: 18 December 2025 December 18, 2025
  • McClintock Sector BPI Portfolio Review: 15 December 2025 December 15, 2025
  • Copernicus Portfolio Update: 14 December 2025 December 13, 2025
  • Millikan Portfolio Review: 4 December 2025 December 4, 2025
  • Schrodinger Robo Advisor Portfolio Review: 26 November 2025 November 26, 2025
  • Bullish Percent Indicators: 21 November 2025 November 22, 2025

Recent Comments

  • Lowell Herr on Recession: Will Equities Drop In The Next 18 Months?
  • Craig Burkhart on Recession: Will Equities Drop In The Next 18 Months?
  • Lowell Herr on Recession: Will Equities Drop In The Next 18 Months?
  • Lowell Herr on ChatGPT Summary of ITA Wealth Management Blog
  • Robert Warasila on ChatGPT Summary of ITA Wealth Management Blog
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Stellaluna on Bullish Percent Indicator: 30 May 2025
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Stellaluna on Bullish Percent Indicator: 30 May 2025

Popular Posts

  • Portfolio Construction: Where to Begin?
  • Recession: Will Equities Drop In The Next 18 Months?
  • Hawking Portfolio Review: 3 October, 2025
  • Buffett Indicator & Shiller PE Ratio
  • ChatGPT Summary of ITA Wealth Management Blog
  • Copernicus Portfolio Review: 14 November 2025
  • Bullish Percent Indicator: 30 May 2025
  • Millikan Portfolio Review: 4 December 2025
  • McClintock Sector BPI Portfolio Review: 9 October 2025
  • McClintock Sector BPI Portfolio Review: 26 September 2025

General Investment News

Portfolios coming up for review.  Gauss, Bohr, Copernicus, and Franklin 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

  • Rutherford Portfolio Review (Tranche 2): 24 November 2023
  • Rutherford Portfolio Review (Tranche 2): 30 August 2024
  • If Starting Over
  • Bullish Percent Indicators: 24 May 2024
  • Rutherford Portfolio Review (Tranche 2): 4 August 2023
  • Millikan Sector BPI Portfolio Review: 6 September 2024
  • Bullish Percent Indicators: 29 March 2024
  • A Brief History of ITA Wealth Management
  • Returning To Investing Roots: 5 August 2024
  • Rutherford Portfolio Review (Tranche 1): 20 October 2023
  • Pauling Asset Allocation Portfolio Review: 16 September 2025

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