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

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

Search

Recent Posts

  • Bohr Portfolio Update: 28 October 2026 October 28, 2026
  • Einstein Portfolio Update: 27 October 2026 October 27, 2026
  • Franklin Sector BPI Portfolio Update: 24 October 2026 October 26, 2026
  • Long-Term Portfolio for Retiree Who Does Not Require Income or Withdrawals October 24, 2026
  • Dirac 2026 Portfolio Review: 23 October 2026 October 24, 2026
  • Bethe Portfolio Update: 22 October 2026 October 22, 2026
  • McClintock Sector Asset Allocation Portfolio Update: 21 October 2026 October 21, 2026

Recent Comments

  • Lowell Herr on Millikan Portfolio Update: 15 October 2026
  • Lee Schamp on Millikan Portfolio Update: 15 October 2026
  • Lowell Herr on Bethe Portfolio Update: 22 October 2026
  • Lowell Herr on Kepler Portfolio Update: 20 October 2026
  • Lowell Herr on ChatGPT Evaluates The Copernicus Portfolio
  • Robert Warasila on ChatGPT Evaluates The Copernicus Portfolio
  • Lowell Herr on ChatGPT Evaluates The Copernicus Portfolio
  • Robert Warasila on ChatGPT Evaluates The Copernicus Portfolio
  • Lowell Herr on Pauling Portfolio Update: 6 October 2026
  • BOB_P on Pauling Portfolio Update: 6 October 2026

Popular Posts

  • Dual Momentum Investing by Gary Antonacci
  • Darwin Portfolio Review: 2 October, 2026
  • Pauling Portfolio Review: 7 August 2026
  • Pauling Portfolio Update: 6 October 2026
  • Millikan Portfolio Review: 20 August 2026
  • Carson Sector BPI Portfolio Update: 12 August 2026
  • Schrodinger Portfolio Update: 2 October 2026
  • Buffett Indicator & Shiller PE Ratio
  • Millikan Portfolio Update: 15 October 2026
  • Financial Repression: Part 1

General Investment News

Portfolios coming up for review.  Pauling, Carson, and Kepler 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 Portfolio Review: 8 November 2023
  • Rutherford-Darwin Portfolio Review: 4 April 2025
  • Millikan Portfolio Review: 22 February 2023
  • Pauling II Asset Allocation Portfolio Launch: 1 April 2024
  • Rutherford Portfolio Review (Tranche 1): 15 November 2024
  • Carson Portfolio Review: 6 February 2023
  • Darwin Portfolio Review: 29 December 2023
  • Rutherford-Darwin Portfolio – Restructuring the Management Plan Part 2A: Asset Allocation and Risk Management
  • Gauss Portfolio Review: 1 June 2026
  • Feynman Portfolio Study: Part 8
  • Bullish Percent Indicators: 15 September 2023

Log in | Website Design by BOING