ITA Wealth Management

  • Home
  • Blog
    • How To Use ITA Blog
    • Golden Rule of Investing
    • Basic Investing Principles
  • Guest Registration
  • Forum
  • Reset Password
  • About Me
    • Archive
    • Contact
You are here: Home / Archives for Benchmarks

Portfolio Benchmarking: Looking Beyond Portfolio Returns

March 11, 2021 By Lowell Herr

In the process of cleaning up this blog, I lost some critical posts and a few related to bench-marking.  Fortunately, I posted an important article on this subject over on Seeking Alpha. Here is the link to one benchmarking article.  Check it out. In most of the portfolio reviews you will see data and graphs […]

Filed Under: Benchmarks Tagged With: Benchmarks

Meta Data

  • Register
  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org

Search

Recent Posts

  • Copernicus Portfolio Update: 13 October 2026 October 14, 2026
  • Dirac 2026 Portfolio Review: 12 October 2026 October 14, 2026
  • Gauss Portfolio Update: 12 October 2026 October 12, 2026
  • 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

Recent Comments

  • Lowell Herr on Pauling Portfolio Update: 6 October 2026
  • BOB_P on Pauling Portfolio Update: 6 October 2026
  • 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

Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • Pauling Portfolio Review: 7 August 2026
  • Dual Momentum Investing by Gary Antonacci
  • Darwin Portfolio Review: 2 October, 2026
  • Millikan Portfolio Review: 20 August 2026
  • Carson Sector BPI Portfolio Update: 12 August 2026
  • Pauling Portfolio Update: 6 October 2026
  • Schrodinger Portfolio Update: 2 October 2026
  • Financial Repression: Part 1
  • Bohr Portfolio Update: 1 October 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

  • Carson Sector BPI Portfolio Update: 16 October 2023
  • Bohr Asset Allocation Portfolio: 22 October 2024
  • Carson Sector BPI Portfolio Review: 7 September 2023
  • Bullish Percent Indicators: 15 March 2024
  • Bullish Percent Indicators: 17 November 2023
  • Rutherford Portfolio Review (Tranche 3): 29 November 2024
  • Huygens Sector BPI Portfolio Review: 15 February 2024
  • Kepler Portfolio Review: 28 September 2023
  • A Review/Comparison of Momentum Systems
  • Millikan Portfolio Review: 31 December 2025
  • Carson Sector BPI Portfolio Review: 13 January 2025

Log in | Website Design by BOING