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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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MACD Investing Model

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

1069
1

  •   Is anyone using the MACD Investing Model to manage...
    By Lowell He... 5 years ago


Portfolios Up For Review

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

782
1

  •   Portfolios due for an update next week are: McCli...
    By Lowell He... 5 years ago


Bohr Follow Up

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

1334
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, 6 years ago

1006
1

  •   In the next round of portfolio reviews there will ...
    By Lowell He... 6 years ago


The 60/40 Portfolio Is Dead

First post and replies  | Last post by Lowell Herr, 6 years ago

892
1

  •   Is the 60/40 stock/bond portfolio dead? Check out...
    By Lowell He... 6 years ago


Commodities: Should They Be Included

First post and replies  | Last post by Lowell Herr, 6 years ago

819
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  •   Should we include Commodities in our portfolio(s)?...
    By Lowell He... 6 years ago


Jensen Alpha

First post and replies  | Last post by Lowell Herr, 6 years ago

1063
1

  •   Excuse me if I posted this link on how the Jensen ...
    By Lowell He... 6 years ago


Asset Allocation: History

First post and replies  | Last post by BOB_P, 6 years ago

905
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  •   I was thinking back to the early days of the ITA b...
    By Lowell He... 6 years ago

  •   Lowell, I remember those days well. Now a days I...
    By BOB_P 6 years ago


Risk Parity Portfolio

First post and replies  | Last post by Anonymous, 6 years ago

901
5

  •   Hi All, I recently came across the risk parity p...
    By Albert Ma... 6 years ago

  •   Albert, This looks to be a portfolio that is app...
    By Anonymous 6 years ago

  •   Albert, I assume you have read this ITA article ...
    By Anonymous 6 years ago

  •   Albert, A less expensive option is to invest 20%...
    By Anonymous 6 years ago

  • view all posts

Bohr Portfolio

First post and replies  | Last post by Lowell Herr, 6 years ago

822
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  •   The Bohr portfolio will be reviewed at a later dat...
    By Lowell He... 6 years ago


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Recent Posts

  • Millikan Asset Allocation Portfolio: 6 May 2026 May 6, 2026
  • McClintock Sector BPI Portfolio Review: 5 May 2026 May 5, 2026
  • Gauss Portfolio Review: 29 April 2026 April 29, 2026
  • Financial Repression: Part 1 April 28, 2026
  • Copernicus Portfolio Update: 27 April 2026 April 27, 2026
  • Carson Sector BPI Portfolio Update: 23 April 2026 April 23, 2026
  • Schrodinger Portfolio Update: 17 April 2026 April 17, 2026

Recent Comments

  • Lowell Herr on Recession: Will Equities Drop In The Next 18 Months?
  • Lowell Herr on McClintock Sector BPI Portfolio Update: 8 April 2026
  • Lowell Herr on Copernicus Portfolio Update: 27 April 2026
  • Lowell Herr on Carson Sector BPI Portfolio Review: 25 March 2026
  • Lowell Herr on Franklin Sector BPI Portfolio Review: 14 April 2026
  • Lowell Herr on McClintock Sector BPI Portfolio Update: 8 April 2026

Popular Posts

  • Portfolio Hedging
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • Buffett Indicator & Shiller PE Ratio
  • Portfolio Hedge: 27 March 2026
  • Financial Repression: Part 1
  • Schrodinger Portfolio Update: 24 February 2026
  • Carson Portfolio Review: 26 February 2026
  • Carson Sector BPI Portfolio Review: 25 March 2026
  • Franklin Sector BPI Portfolio Review: 20 March 2026
  • Schrodinger Robo Advisor Portfolio Review: 23 March 2026

General Investment News

Portfolios coming up for review.  Huygens, McClintock, Bethe and Bohr 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-Darwin Portfolio Review: 17 January 2025
  • Carson Sector BPI Portfolio Review: 4 January 2024
  • Beginner Advice: Getting Started With Portfolio Construction
  • Schrodinger Portfolio Review: 21 August 2025
  • Gauss Sector BPI Portfolio Review: 27 May 2024
  • McClintock Sector BPI Portfolio Review: 26 September 2025
  • Copernicus Portfolio Review: 15 August 2025
  • Tweaking Sector BPI Plus Investing Model: Part II
  • Bethe Asset Allocation Portfolio Review: 25 February 2025
  • Advisors Do Not Add Alpha
  • Millikan Portfolio Review: 25 July 2025

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