Warning: This post is likely of no direct interest to most readers of this Blog – it is written for education and interest only, and outlines one of the potential advantages of using Options for portfolio insurance. These are nervous times and we should be concerned about
Darwin 2026: 2 January 2026
I have reset the Darwin Portfolio to a $100,000 investment portfolio with small changes to the asset list (“quiver”) and the introduction of a new algorithm for trading in 2026. This post outlines these changes and my plans for managing this portfolio going forward. Background I have
Hawking Portfolio Review: 3 October, 2025
It has been 3 months since I last reported on the performance of the Hawking Portfolio – basically because it is essentially a “Buy-And-Hold” portfolio of Closed-End-Funds (CEFs) that pay out high monthly distributions/dividends and requires very little attention. In my last review I outlined why
Dirac Portfolio Review: 4 August 2025
Since my last review on 18 July I have made a few adjustments to the Dirac Portfolio especially as a result of last Friday’s weakness in the US equity markets – since this portfolio is totally focused on these markets:
Hawking Portfolio Review: 14 July 2025
The Hawking Portfolio does not require a lot of attention as it is designed more as a Buy-And-Hold Portfolio to generate “Income” rather than to rely primarily on “growth” as required in more common equity portfolios. Although there may be
Rutherford-Darwin Portfolio – Restructuring the Management Plan Part 1: Outline of New Structure and Strategies to be Used
Over the years we have described a number of systems for portfolio construction and management that might be considered by anyone interested in spending a little time to manage their own money. These vary from very simple “Buy-and-Hold” portfolios, with fixed allocations – where risk is impacted
Rutherford-Darwin Portfolio Review: 7 March 2025
It was a volatile week in the US Equity markets with the SPX (S&P 500 Index) closing down ~3% on the week once the dust had settled on Friday: Markets are looking a little weak here as we
Rutherford-Darwin Portfolio Review: 28 February 2025
It was another volatile week in the US Equity markets with the bears beating the bulls by ~1%: with Friday’s bounce off the ~5840-5880 zone that is providing strong support we are back into the sideways consolidation channel that we have been in for the
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