ITA Wealth Management

  • Home
  • Blog
  • Lifetime ITA Membership
  • Portfolios
    • Bethe Portfolio
    • Bohr Portfolio
    • Carson Portfolios
    • Dirac Portfolio
    • Einstein Portfolio
    • Franklin Portfolio
    • Galileo Portfolio
    • Gauss Portfolio
    • Huygens Portfolio
    • Kahneman-Tversky Portfolio
    • Kepler Portfolio
    • McClintock Portfolio
    • Millikan Portfolio
    • Pauling Portfolio
    • Rutherford Portfolio
    • Schrodinger Portfolio
  • Forum
  • Reset Password
  • Contact Me
  • ITA Feedback
  • About Me
You are here: Home / Archives for Portfolio Performance

Sample Carson IRR Comparisons

October 30, 2020 By Lowell Herr 15 Comments

Before I invest too much time in entering comparison data, is the following table something readers would find useful for the Carson portfolios?  I have access to all the data through October of this year and I can generate a similar table for the Jensen Alpha data for each of the three portfolios. I removed […]

Filed Under: Carson BHS, Carson HA, Carson LRPC, Portfolio Performance Tagged With: Carson Portfolios, Portfolio Performance

Dirac Portfolio Review – 31 August 2020

August 31, 2020 By HedgeHunter 8 Comments

I’m reviewing the Dirac Portfolio mid-day today so as to avoid severe overload of information as End-Of-Month (EOM) reviews become due.  We’ll start with a quick look at the Dirac Portfolio quiver that is comprised of 40 stocks (rather than ETFs) that are  considered for inclusion in the portfolio: At the present time the portfolio […]

Filed Under: Dirac Portfolio, Portfolio Management, Portfolio Performance Tagged With: Dirac Portfolio, Portfolio Management, Portfolio Performance

Portfolio Performance: 6 September 2013

September 7, 2013 By Lowell Herr

The following portfolio performance table establishes a baseline or frame of reference for future performance data.  Not all the portfolios have yet to go through an update cycle since management style changes have taken place.  Using momentum models as explained in The Feynman Study will take numerous cycles before we will know if positive trends […]

Filed Under: Portfolio Performance Tagged With: Portfolio Performance

Meta Data

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

Search

Recent Posts

  • Bullish Percent Indicators: 26 February 2021 February 27, 2021
  • Constructing The Family Portfolio February 25, 2021
  • Dual Momentum Over Past Year – February 2020 – February 2021 February 20, 2021
  • Sample Carson IRR Comparisons October 30, 2020
  • Reworking The Investment Quiver September 25, 2020
  • Dirac Portfolio Review – 31 August 2020 August 31, 2020
  • Absolute Acceleration May 22, 2017

Recent Comments

  • Lowell Herr on Bullish Percent Indicators: 26 February 2021
  • jayaraman ramakrishnan on Bullish Percent Indicators: 26 February 2021
  • Lowell Herr on Dual Momentum Over Past Year – February 2020 – February 2021
  • LiftLock on Dual Momentum Over Past Year – February 2020 – February 2021

Users Online

7 Users Online
Users: John Distasio, 4 Guests, 2 Bots

Tag Cloud

Blogroll (6) Investing Information (7) Top Investing Blogs (4)

Popular Posts

  • Walking Through a Kepler Review for New Subscribers: 2 March 2021
  • Bethe Portfolio Review: 2 March 2021
  • Euclid Portfolio Review: 1 March 2021
  • Aristotle Portfolio: A Quick Look for February
  • Hawking Portfolio Review: 26 February 2021

General Investment News

Portfolios coming up for review are:  McClintock, Bohr, and Gauss.  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.

Contact me at itawealth@comcast.net if interested in a Lifetime Membership.  Current Platinum members will be grandfathered into a Lifetime Membership in the summer of 2021.

Random Posts

  • The Antiphonal Music of Gabrieli
  • Please Keep It Simple
  • Water Music and Royal Fireworks
  • Revisiting The “Swensen Six” Portfolio
  • Constructing The Family Portfolio
  • Short-Term Performance of ETF Portfolios: Week 2
  • Retirement Planning Mistake #4
  • ITARR: How To Reduce Losses

Log in | Website Design by BOING