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You are here: Home / Archives for hedgehunter

Rutherford Portfolio Review (Tranche 4): 19 May 2023

May 20, 2023 By hedgehunter

US equities showed strong performance over the past week – particularly in the last 2 days: and price seems to be moving nicely in the uptrend channel that began last October. However, although we seem to be through the 50% retracement line at ~4150 we

Filed Under: Portfolio Management, Portfolio Performance Tagged With: Portfolio Management, Portfolio Performance, Rutherford Portfolio

Hawking Portfolio Review: 12 May 2023

May 13, 2023 By hedgehunter

The Hawking Portfolio is essentially a Buy-And-Hold “Income” Portfolio built from Closed-End-Funds. Normally. the only actions required are to re-invest dividends into the Funds so as to maximize the benefits of compounding. At present, the composition of the portfolio looks like this: I

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

Kahneman-Tversky Portfolio Review: 8 May, 2023

May 13, 2023 By hedgehunter

I am a little slow posting this review as I analyzed/adjusted it last week. However, it’s a simple and slow moving portfolio so the tardiness is likely not too significant. Prior to the adjustments I was holding VEA (International Equities) in the Kahneman portion of the

Filed Under: Kahneman-Tversky Portfolio, Portfolio Management, Portfolio Performance Tagged With: Kahneman-Tversky Portfolio, Portfolio Management, Portfolio Performance

Rutherford Portfolio Review (Tranche 3): 12 May 2023

May 13, 2023 By hedgehunter

US Equities continue to consolidate at ~4150 (the mid-level of last year’s range): with the SPX closing down slightly from last week’s close. Despite this, on a relative basis, US equities were close to the top of the performance list with no major asset classes showing positive

Filed Under: Portfolio Management, Portfolio Performance Tagged With: Portfolio Management, Portfolio Performance, Rutherford Portfolio

Darwin Portfolio Review: 5 May 2023

May 8, 2023 By hedgehunter

Adjustments to the Darwin Portfolio are not rigorously scheduled since they are designed to maintain Risk Parity, are usually minor, and I prefer to keep trading costs to a minimum. Here’s how the Portfolio has performed since I changed to a

Filed Under: Darwin Portfolio, Portfolio Management, Portfolio Performance Tagged With: Darwin Portfolio, Portfolio Management, Portfolio Performance

Rutherford Portfolio Review (Tranche 2): 5 May 2023

May 6, 2023 By hedgehunter

It was another relatively uneventful week in US Equities with the SPX (S&P 500 Index) continuing to bang it’s head against resistance at ~4150 and closing down slightly from last week’s close: It is still not clear where we go from here but volatility has picked up

Filed Under: Portfolio Management, Portfolio Performance Tagged With: Portfolio Management, Portfolio Performance, Rutherford Portfolio

Rutherford Portfolio Review (Tranche 1): 28 April 2023

April 30, 2023 By hedgehunter

A relatively uneventful week in US equites, despite the high day-to-day volatility, with the SPX (S&P 500 Index) up a little over 0.5% from last week’s close: The index is still banging its head against the 50% retracement resistance zone that has been difficult to penetrate a

Filed Under: Portfolio Management, Portfolio Performance Tagged With: Portfolio Management, Portfolio Performance, Rutherford Portfolio

Rutherford Portfolio Review (Tranche 5): 21 April 2023

April 22, 2023 By hedgehunter

It was a very quiet week in US Equity markets with the S&P 500 Index trading in a tight ~40 point range: However, the SPX did close down slightly from last week’s close after hitting it’s head against strong resistance at ~4150-4200 – an area that has

Filed Under: Portfolio Management, Portfolio Performance Tagged With: Portfolio Management, Portfolio Performance, Rutherford Portfolio

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