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You are here: Home / Archives for hedgehunter

Rutherford-Darwin Portfolio Review: 17 January 2025

January 20, 2025 By hedgehunter 2 Comments

First, a look at the performance of US Equities over the past week shows that the initial weakness seen at the Open on Monday quickly turned around to see US Equities finish the week ~ 3% higher than last week’s close: After dropping out

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

Rutherford-Darwin Portfolio Review – 10 January 2025

January 12, 2025 By hedgehunter 1 Comment

I will start this post with my usual weekly look at US Equity markets through the eyes of the S&P 500 Index (SPX): where we see that, after starting the week strongly on Monday, the markets deteriorated badly going into the end of the

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

Kahneman-Tversky Portfolio Review: 8 January 2025

January 10, 2025 By hedgehunter Leave a Comment

At the end of every year (at least) I take a look at my portfolios and ask myself the question – “Is it worth the effort trying to actively manage my portfolios rather than simply holding an Index fund ?” (for example). As we see in many

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

Hawking Portfolio Review: 8 January, 2025

January 10, 2025 By hedgehunter 3 Comments

Not a lot of action here as this is essentially a Buy-And-Hold Portfolio with a re-investment of dividends ($2,000+ since the last review). Current holdings look like this: with an anticipated 12% annual yield – or over $1,000 per month “income” from

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

Rutherford Portfolio Review (Part 2 – Options): 6 January 2025

January 8, 2025 By hedgehunter 3 Comments

After making a mandatory ~$20,000 withdrawal from the Rutherford Portfolio, that I had been managing using a strict momentum model, I was left with ~$70,000 for future investment. Going forward into 2025, and beyond, I plan to split these funds into 3 portions. In Part 1 of

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

Darwin Portfolio Review: 3 January 2025

January 6, 2025 By hedgehunter 2 Comments

I do not post a review of the Darwin Portfolio very often because I rarely adjust it and it behaves, for the most part, like a Buy-And-Hold Portfolio. The Portfolio holds a handful of ETFs covering different market segments to provide diversification and reduce overall portfolio volatility. Asset

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

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

January 6, 2025 By hedgehunter 1 Comment

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

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

Rutherford Portfolio Review: 27 December 2024

December 28, 2024 By hedgehunter Leave a Comment

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

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

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