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You are here: Home / Archives for hedgehunter

Rutherford Portfolio Review (Part 1 – Darwin): 3 January 2025

January 6, 2025 By hedgehunter

Although this post is titled “Rutherford Portfolio Review” it is not really a review of the portfolio that I have reported on in the past as I have (officially) closed that portfolio down in order to document how it is possible to manage relatively simple diversified portfolios in different ways. The appeal of a portfolio […]

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

Rutherford Portfolio Review: 27 December 2024

December 28, 2024 By hedgehunter

It was a rather uneventful week in the US Equity markets with relatively low volume as a consequence of the holidays. However, the SPX (S&P 500 Index) did manage to close the week ~0.5% higher than last week’s close despite a weak day on Friday: We are still in the middle of the uptrend channel […]

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

Rutherford Portfolio Review (Tranche 2): 20 December 2024

December 21, 2024 By hedgehunter

Mr Powell seems to be the Grinch who stole Christmas and blocked Santa’s rally to the 6200 level. Investors did not react well to Mr Powell’s statements that there might only be two rate cuts next year and US markets dropped close to 4% following his comments before recovering some of this on Friday: However, […]

Filed Under: Rutherford Portfolio Tagged With: Rutherford Portfolio

Rutherford Portfolio Review (Tranche 1): 13 December 2024

December 14, 2024 By hedgehunter

Partial Remains of Hadrian’s Wall – a 73 Mile Fortress of the Roman Empire across the North of England US equity markets were quiet again this week remaining in consolidation mode around the 6100 level in the SPX (S&P 500 Index): Prices closed ~1% lower than last week’s close but Santa still has a couple […]

Filed Under: Rutherford Portfolio Tagged With: Rutherford Portfolio

Rutherford Portfolio Review (Tranche 4): 6 December 2024

December 9, 2024 By hedgehunter

It was a relatively quiet week in the US Equity markets but the SPX (S&P 500 Index) eased through the 6000 resistance level and edged slightly higher for yet another week, closing at ~6090: In terms of relative performance, US Equities (as represented by VTI) closed in the middle of the pack with Emerging Markets […]

Filed Under: Rutherford Portfolio Tagged With: Rutherford Portfolio

Rutherford Portfolio Review (Tranche 3): 29 November 2024

December 1, 2024 By hedgehunter

It was a holiday-shortened week in the US equity markets but stocks followed the seasonal bullish trend often seen over the days going into Thanksgiving: The SPX (S&P 500 Index) was up ~1.4% from last week’s close and is sitting at 6032 and re-testing the psychologically significant 6000 resistance level. If Santa gives the market […]

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

Rutherford Portfolio Review (Tranche 2): 22 November 2024

November 24, 2024 By hedgehunter

US equities recovered from last week’s pullback and bounced to test the 6000 level in the SPX (S&P 500 Index): Prices were up ~2% from last week’s close and this placed US Equities near the top of the asset classes in terms of relative oerformance, although beaten out of the top spots by Gold and […]

Filed Under: Rutherford Portfolio Tagged With: Rutherford

Rutherford Portfolio Review (Tranche 1): 15 November 2024

November 17, 2024 By hedgehunter

It seemed to be a week of reflection and re-evaluation in the US markets following last week’s strong positive reaction to the US elections. The US Equity markets pulled back ~2% on the week:

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

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