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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 (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
    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 (1 viewing)

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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Short (SH) ETF Showing Up

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

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  •   In a few portfolios, if I increase the Maximum Num...
    By Lowell He... 7 years ago


Trading ETFs Near Dividend Date

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

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  •   In light of recent discussions related to buying a...
    By Lowell He... 7 years ago


Trading ETFs Near Dividend Dates

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

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  •   In light of recent discussions as to how dividends...
    By Lowell He... 7 years ago


Portfolio Construction

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

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  •   Here is a short article by William J. Bernstein re...
    By Lowell He... 7 years ago


Millikan and Maxwell Next For Review

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

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  •   This week, after I arrive home from a wonderful ro...
    By Lowell He... 7 years ago


Portfolios Coming Up For Review

First post and replies  | Last post by Lowell Herr, 8 years ago

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  •   Next week the portfolios scheduled for review are:...
    By Lowell He... 8 years ago


Top Tier ETFs

First post and replies  | Last post by Lowell Herr, 8 years ago

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  •   If you are looking for Top Tier ETFs to add to you...
    By Lowell He... 8 years ago

  •   Lee, I missed this question and I apologize. The ...
    By Lowell He... 8 years ago


TSLOs for short ETFs

First post and replies  | Last post by Lowell Herr, 8 years ago

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  •   This weekend I plan to go through each portfolio a...
    By Lowell He... 8 years ago

  •   Right now I would wait before adding any more shor...
    By Lowell He... 8 years ago


Which "cutoff" ETF To Use In Kipling Spreadsheet?

First post and replies  | Last post by Lowell Herr, 8 years ago

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  •   HedgeHunter mentioned in one of his fairly recent ...
    By Lowell He... 8 years ago


Correlation Check

First post and replies  | Last post by Lowell Herr, 8 years ago

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  •   Where do you go to see if your ETFs are highly cor...
    By Lowell He... 8 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

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  • 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.

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Random Posts

  • Einstein Portfolio Review: 15 August 2023
  • Rutherford Portfolio Review (Tranche 1): 12 January 2024
  • The Elements of Investing: Part III
  • Rutherford Portfolio Review (Tranche 1): 8 March 2024
  • Carson Portfolio Update: 10 April 2023
  • Schrodinger Portfolio Review: 10 February 2023
  • Rutherford Portfolio Review (Tranche 4): 8 December 2023
  • Selecting Closed-End-Funds
  • Schrodinger Portfolio Review: 22 May 2023
  • Gauss Migration To Sector BPI Model: 27 December 2022
  • Pauling Sector BPI Portfolio Review: 5 March 2024

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