In part 1 of this series of posts on how I intend to construct and manage the Rutherford-Darwin portfolio going forward, I identified the nine ETFs that I would be using to populate the portfolio. I also indicated that, rather than holding all nine ETFs in a “Buy-and-Hold” portfolio that I would be selecting only […]
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 by the level of diversity and correlation between […]
Rutherford-Darwin Portfolio Review: 16 May 2025
It was a strong week in the US equity markets with the SPX (S&P 500 Index) closing the week a little over 5% higher than last week’s close:
Hawking Portfolio Review: 11 May, 2025
The Hawking “Income” Portfolio does not require an excess level of attention to manage – it is simply a matter of re-investing dividends/distributions as they become available. With the pullback in prices since the last review in January it has been possible to pick up new shares at lower prices that should help going forward […]
Rutherford-Darwin Portfolio Review: 9 May 2025
It was a quieter week in the US equity markets with the SPX closing slightly lower (~-0.4%) than last week’s close:
Rutherford-Darwin Portfolio Review: 2 May 2025
In last week’s review I stated that we were at an interesting level in the SPX (S&P 500 Index) as we were sitting at potential resistance and would have to wait to see whether this resistance held or whether we would see a push through it within the long term (March 2020 – February 2025) […]
Dirac Portfolio Review: 8 January 2025
I have sadly neglected the Dirac Portfolio after taking money out of the account for other purposes with the intention of rebuilding once the money was returned to the account. My intention was to invest in beaten down Funds (based on Z-Score calculations) but this plan was somewhat thwarted by the stong bull market through […]
Rutherford-Darwin Portfolio Review: 25 April 2025
It was a relatively positive week in the US Equity markets with the SPX (S&P 500) closing ~4.6% higher than last week’s close:
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