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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
    6 years ago
  • view all topics


Canary Portfolios (1 viewing)

Projections from Dual and Tranche Momentum Spreadsheets
Recent Topics  
26
26
 
  • Canary Recommendation Change
    Forum 1
    By Lowell Herr
    7 years ago
  • DM and TM Projections for 3/16/20
    Forum 1
    By Lowell Herr
    7 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
    4 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
    7 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
    8 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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Bohr Portfolio

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

1214
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  •   The Bohr portfolio will be reviewed at a later dat...
    By Lowell He... 6 years ago


Active vs. Passive Management Debate

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

1548
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  •   Check out this article which shows the active vs. ...
    By Lowell He... 6 years ago


Scheduled Reviews for Next Week

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

1918
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  •   Next week (July 13th) these are the portfolios sch...
    By Lowell He... 6 years ago


MTUM: Factor Tilt

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

1366
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  •   Here is a Seeking Alpha article that relates to th...
    By Lowell He... 6 years ago


Jensen Alpha Calculation

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

1413
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  •   I'm considering adding another tab to the Kipling ...
    By Lowell He... 6 years ago


Busy Week

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

1271
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  •   The last week of April 2020 will be busy with the ...
    By Lowell He... 6 years ago


TSLOs

First post and replies  | Last post by Lowell Herr, 7 years ago

1426
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  •   Normally, I set the TSLO percentage drop to be 1/2...
    By Lowell He... 7 years ago


Reduced Equity Holdings

First post and replies  | Last post by Lowell Herr, 7 years ago

1319
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  •   This morning I went into several portfolios and so...
    By Lowell He... 7 years ago


Evaluating the Market

First post and replies  | Last post by Lowell Herr, 7 years ago

1527
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  •   By the end of this week 3/6/2020 we should have a ...
    By Lowell He... 7 years ago


Portfolios Up For Review

First post and replies  | Last post by Lowell Herr, 7 years ago

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  •   Coming up for review next week are: Carson (3), G...
    By Lowell He... 7 years ago


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Recent Posts

  • Kepler Portfolio Review: 8 October 2026 October 8, 2026
  • Pauling Portfolio Update: 6 October 2026 October 6, 2026
  • Darwin Portfolio Review: 2 October, 2026 October 5, 2026
  • Carson Sector BPI Portfolio Update: 5 October 2026 October 5, 2026
  • Schrodinger Portfolio Update: 2 October 2026 October 2, 2026
  • Bohr Portfolio Update: 1 October 2026 October 1, 2026
  • Einstein Portfolio Review: 30 September 2026 September 30, 2026

Recent Comments

  • Lowell Herr on Pauling Portfolio Update: 6 October 2026
  • Lowell Herr on Pauling Portfolio Update: 6 October 2026
  • BOB_P on Pauling Portfolio Update: 6 October 2026
  • Lowell Herr on McClintock Sector BPI Portfolio Update: 24 September 2026
  • Stellaluna on Carson Sector BPI Portfolio Review: 8 September 2026
  • Stellaluna on Carson Sector BPI Portfolio Review: 8 September 2026
  • Lowell Herr on Carson Sector BPI Portfolio Review: 8 September 2026
  • Lowell Herr on Carson Sector BPI Portfolio Review: 8 September 2026
  • Robert Warasila on Carson Sector BPI Portfolio Review: 8 September 2026
  • Lowell Herr on Carson Sector BPI Portfolio Review: 8 September 2026

Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • Pauling Portfolio Review: 7 August 2026
  • Dual Momentum Investing by Gary Antonacci
  • Carson Sector BPI Portfolio Update: 12 August 2026
  • Millikan Portfolio Review: 20 August 2026
  • Darwin Portfolio Review: 2 October, 2026
  • Financial Repression: Part 1
  • Schrodinger Portfolio Update: 2 October 2026
  • Einstein Portfolio Update: 14 July 2026
  • Schrodinger Portfolio Update: 4 August 2026

General Investment News

Portfolios coming up for review.  Gauss, Copernicus, and Millikan 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

  • Portfolio Performance Comparisons: 28 January 2023
  • Fama-French 5-Factor Asset Pricing Model
  • Portfolio Requirements: Basic Ideas For Construction
  • McClintock Portfolio Review: 21 October 2022
  • Darwin Portfolio Review: 1 December 2023
  • Rutherford Portfolio Review (Tranche 4): 10 November 2023
  • Einstein Portfolio Update: 8 January 2026
  • Kepler Portfolio Update: 9 June 2026
  • Millikan Portfolio Update: 11 April 2023
  • Darwin Portfolio Review: 7 November 2025
  • Pauling Asset Allocation Portfolio Review: 18 November 2024

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