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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
    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
    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 (1 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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Bohr Portfolio

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

872
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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

1095
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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

1410
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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

938
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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

988
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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

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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, 6 years ago

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  •   Normally, I set the TSLO percentage drop to be 1/2...
    By Lowell He... 6 years ago


Reduced Equity Holdings

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

954
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  •   This morning I went into several portfolios and so...
    By Lowell He... 6 years ago


Evaluating the Market

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

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

  • McClintock Sector BPI Portfolio Update: 2 July 2026 July 2, 2026
  • Millikan Portfolio Review: 29 June 2026 June 30, 2026
  • Copernicus Portfolio Update: 23 June 2026 June 23, 2026
  • Carson Sector BPI Portfolio Update: 19 June 2026 June 19, 2026
  • Franklin Sector BPI Portfolio: 12 June 2026 June 12, 2026
  • Schrodinger Portfolio Review: 11 June 2026 June 11, 2026
  • Financial Repression Portfolio from ChatGPT June 9, 2026

Recent Comments

  • 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 Financial Repression: Part 1
  • Lowell Herr on Financial Repression: Part 1
  • Lee Cash on Financial Repression: Part 1
  • Lowell Herr on Financial Repression: Part 1

Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • Financial Repression: Part 1
  • Portfolio Diversification: 6 June 2026
  • Franklin Sector BPI Portfolio Review: 14 April 2026
  • Schrodinger Portfolio Update: 17 April 2026
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • McClintock Sector BPI Portfolio Review: 5 May 2026
  • Gauss Portfolio Review: 29 April 2026
  • Franklin Sector BPI Portfolio Review: 12 May 2026
  • Dirac 2026 Portfolio Review: 2 April 2026

General Investment News

Portfolios coming up for review.  Millikan, Huygens, McClintock, and Bethe 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

  • McClintock Sector BPI Portfolio Review: 10 September 2025
  • Kahneman-Tversky Portfolio Review: 30 December, 2022
  • Copernicus Portfolio Update: 22 August 2024
  • Rutherford Portfolio Review (Tranche 5): 26 May 2023
  • The Nasty Mathematics of Volatility
  • Darwin Portfolio Review: 1 December 2023
  • Gauss Portfolio Review: 28 May 2025
  • Carson Sector BPI Portfolio Review: 19 March 2025
  • Constructing a “Core” Investment Portfolio : Part 2 – Buy And Hold with Periodic Adjustments
  • Feynman Portfolio Study: Part 10-3
  • “Sell In May And Go Away”

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