The Darwin Portfolio is an “All-Weather” portfolio of five ETFs representing the major asset classes of US Equities (VTI), International Equities (VSS), US Real Estate (VNQ), US Treasuries (TLT) and Gold (GLD). For additional diversity a 10% allocation is ascribed to an
Rutherford Portfolio Review (Tranche 2): 12 April 2024
US Equities got slapped around a little this week and closed the week ~1.6% lower than last week’s close: We are now sitting at the
Kahneman-Tversky Portfolio Review: 5 April, 2024
The Kahneman-Tversky Portfolio is the simplest Dual Momentum Portfolio that I review here on this site and selects only one asset chosen from a choice between three of the major asset classes – VTI (US Equities), VEA (International Equities) or US Long-Term Trasury Bonds (TLT) –
Rutherford Portfolio Review (Tranche 1): 5 April 2024
Comments made by members of the Fed regarding the possibility that there may be no interest rate cuts this year scared the US equity markets on Thursday and, although they recovered slightly on Friday, markets closed the week ~1% lower from last week’s close:
Rutherford Portfolio Review (Tranche 4): 28 March 2024
US Markets started the week slowly with a small pullback at the beginning of the week but finished the holiday-shortened week with a recovery and closing about 0.25% higher than last week’s close: However, we are still hovering at that 5200-5220 level that is providing some resistance
Rutherford Portfolio Review (Tranche 3): 22 March 2024
US Equities finally poked their head above the ~5200 resistance level where they have been sitting for the past couple of weeks: now we wait to see whether we get a continuation of the bullish trend or a pullback to at least the
Dirac Portfolio – A Look at a Mean Reversion Strategy
For investors, the choice of which system(s) to use to manage their portfolio(s) is one of the most important decisions in the portfolio construction/management process. For many years, the passive Buy-and Hold strategy, whereby we would select a diversified portfolio of assets and simply hold
Rutherford Portfolio Review (Tranche 2): 15 March 2024
As mentioned in my reviews over the past two weeks we are seeing resistance at ~5200 in the SPX (S&P 500 Index): and prices have remained in this general area over that period. US equities actually closed down slightly on the week (~0.3%) but
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