Norway This week we review Tranche 3 of the 5-Tranche Rutherford Portfolio. Tranche 3 is presently equally ($) invested 25% in VWO (Emerging Market Equities), DBC (Commodities) and GLD (Gold) with the balance in SHY as a “risk-free” alternative to Cash.

This week we review Tranche 2 of the 5-Tranche Rutherford Portfolio. Tranche 2 is presently holding equal ($) holdings in VWO (Emerging Market Equities), RWX (International Real Estate), DBC (Commodities) and GLD (Gold). Performance of Tranche 2 relative to other tranches, to the total portfolio and to the benchmark VTTVX Fund is shown below:

This week we review Tranche 1 of the 5 tranche Rutherford Portfolio. Tranche 1 is presently equally ($) weighted in VTI (US Equities), VWO (Emerging Market Equities), DBC (Commodities) and GLD (Gold). Performance of Tranche 1 relative to other tranches, to the portfolio as a whole and to the benchmark VTTVX Fund is shown below: […]

This week we complete the 5 week cycle and review Tranche 5 of the 5 tranche Rutherford Portfolio. This tranche is currently holding equal ($) weight allocations to VTI (US Equities), VWO (Emerging Market Equities), DBC (Commodities) and GLD (Gold). Performance to date is shown below: Tranche 5 (dashed blue line) is the best performing […]

This week we review Tranche 4 of the 5 tranche Rutherford Portfolio. The tranche currently holds equal ($) weight allocations to VTI (US Equities), VWO (Emerging Market Equities), DBC (Commodities) and GLD (Gold). Tranche 4 (dashed orange line) is currently the second best performing tranche with returns slightly higher than the average total portfolio return […]

This week we review Tranche 3 of the 5 tranche Rutherford Portfolio. This tranche is currently holding equal ($) weightings in VTI (US Equities), VWO (Emerging Market Equities), DBC (Commodities) and GLD (Gold). First we’ll take a look at the performance of Tranche 3 relative to to the other 4 tranches and to the total […]