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

  • Gauss Asset Allocation Portfolio: 15 September 2026 September 15, 2026
  • Copernicus Portfolio Update: 14 September 2026 September 14, 2026
  • ITA Weekly: 11 September 2026 September 13, 2026
  • Kepler Asset Allocation Portfolio Review: 11 September 2026 September 11, 2026
  • Pauling Asset Allocation Portfolio Review: 9 September 2026 September 9, 2026
  • Carson Sector BPI Portfolio Review: 8 September 2026 September 8, 2026
  • Dirac 2026 Portfolio Review: 4 September 2026 September 7, 2026

Recent Comments

  • 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
  • Robert Warasila on Carson Sector BPI Portfolio Review: 8 September 2026
  • Lowell Herr on Huygens Portfolio Review: 28 August 2026
  • John Distasio on Bohr Portfolio Update: 28 August 2026
  • Lowell Herr on Millikan Portfolio Review: 20 August 2026
  • Robert Warasila on Millikan Portfolio Review: 20 August 2026
  • Lowell Herr on Schrodinger Portfolio Update: 4 August 2026

Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • McClintock Sector BPI Portfolio Update: 2 July 2026
  • Portfolio Diversification: 6 June 2026
  • Pauling Portfolio Review: 7 August 2026
  • Bethe Portfolio Redesigned: 9 July 2026
  • Schrodinger Portfolio Update: 8 July 2026
  • Bohr Portfolio Review: 7 July 2026
  • Millikan Portfolio Review: 20 August 2026
  • Carson Sector BPI Portfolio Update: 12 August 2026
  • Financial Repression Portfolio Update From ChatGPT

General Investment News

Portfolios coming up for review.  Copernicus, Gauss, 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

  • Schrodinger Portfolio Review: 22 May 2023
  • Millikan Portfolio Review: 27 July 2026
  • Bullish Percent Indicators: 15 September 2023
  • Rutherford Portfolio Review (Tranche 3): 26 January 2024
  • Schrodinger Portfolio Review: 11 August 2023
  • Bethe Portfolio Review: 20 November 2025
  • Gauss Portfolio Review: 29 April 2026
  • Bethe Asset Allocation Portfolio Review: 18 September 2024
  • Carson Sector BPI Portfolio Review: 29 August 2023
  • Gauss Portfolio Update: 15 April 2023
  • Rutherford Portfolio Review (Tranche 2): 9 June 2023

Log in | Website Design by BOING