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You are here: Home / Archives for hedgehunter

Rutherford-Darwin Portfolio Review: 4 August 2025

August 4, 2025 By hedgehunter Leave a Comment

After pushing to new all-time highs earlier in the week, the SPX (S&P 500 Index) hit resistance at ~6450 and pulled back on Friday, closing the week down ~2.4% from last week’s close. The MACD and RSI Indicators are both now sending bearish signals and we may be preparing to test support at ~6150 – […]

Filed Under: Darwin Portfolio, Options, Portfolio Management, Portfolio Performance, Rutherford Portfolio, Technical Indicators Tagged With: Darwin Portfolio, Options, Portfolio Management, Portfolio Performance, Rutherford Portfolio, Technical Indicators

Hawking Portfolio Review: 1 August 2025

August 3, 2025 By hedgehunter Leave a Comment

Normally there is not a lot for me to say in my reviews of the Hawking Portfolio because I like to try to keep it as a low maintainance (close to Buy-And-Hold) portfolio that generates steady monthly income at a predicable 8-12% level. This is achieved through a selection of diversified Closed-End-Funds (CEFs) or ETFs.  […]

Filed Under: Hawking Portfolio, Portfolio Management, Portfolio Performance Tagged With: Close-End-Funds, Hawking Portfolio, Portfolio Management, Portfolio Performance

Rutherford-Darwin Portfolio Review: 25 July 2025

July 27, 2025 By hedgehunter Leave a Comment

US equities continued their steady climb to new all-time highs this week with the SPX (S&P 500 Index) closing ~1.5% higher than last week’s Close: The next potential resistance level might come somewhere in the 6450-6500 range between the 1.236 Fibonacci extension level and the psychologically significant 6500 “round number”. From there we would wait […]

Filed Under: Darwin Portfolio, Options, Portfolio Management, Portfolio Performance, Risk Management, Rutherford Portfolio Tagged With: Darwin Portfolio, Options, Portfolio Management, Portfolio Performance, Risk Management, Rutherford Portfolio

Dirac Portfolio Review: 18 July 2025

July 21, 2025 By hedgehunter Leave a Comment

With Options in XLC (Communications) expiring on Friday (18 July) I made a few adjustments to the Portfolio:

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

Rutherford-Darwin Portfolio Review: 18 July 2025

July 21, 2025 By hedgehunter Leave a Comment

It was another relatively quiet week in the US Equity markets except for a little nervousness on Wednesday with rumors that Fed Chairman Powell might be fired by the President for not lowering interest rates – but in the end the SPX (S&P 500 Index) closed the week ~0.7% higher than last week’s close:

Filed Under: Darwin Portfolio, Options, Portfolio Management, Portfolio Performance, Risk Management, Rutherford Portfolio Tagged With: Darwin Portfolio, Options, Portfolio Management, Portfolio Performance, Risk Management, Rutherford Portfolio

Hawking Portfolio Review: 14 July 2025

July 15, 2025 By hedgehunter 4 Comments

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 exceptions to this, depending on how closely an investor might choose to monitor his or […]

Filed Under: Hawking Portfolio, Income, Portfolio Management, Portfolio Performance Tagged With: Hawking Portfolio, Income, Portfolio Management, Portfolio Performance

Dirac Portfolio Review: 11 July 2025

July 14, 2025 By hedgehunter Leave a Comment

Last week I introduced my revamped Dirac Portfolio that will, roughly, follow the same systems/methodologies as the Rutherford-Darwin Portfolio but with a quiver dedicated only to US markets with no diversification outside of these markets. Risk management will be a little tougher because of trading restrictions resulting from the fact that these securities are held […]

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

Rutherford-Darwin Portfolio Review: 11 July 2025

July 13, 2025 By hedgehunter Leave a Comment

After the Independence Day Holiday and the break through the significant 6100 resistance level in the S&P 500 Index (SPX) we waited to see where the markets would go next – but, it was a quiet week, with consolidation around 6250 and a close just slightly lower than last week’s close:

Filed Under: Rutherford Portfolio, Darwin Portfolio, Options, Portfolio Management, Portfolio Performance, Risk Management, Technical Indicators Tagged With: Darwin Portfolio, Options, Portfolio Management, Portfolio Performance, Risk Management, Rutherford Portfolio, Technical Indicators

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