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You are here: Home / Archives for HedgeHunter

Rutherford Portfolio Review (Tranche 3): 12 May 2023

May 13, 2023 By HedgeHunter Leave a Comment

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 Leave a Comment

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 Leave a Comment

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 Leave a Comment

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 Leave a Comment

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

Rutherford Portfolio Review (Tranche 4): 14 April 2023

April 15, 2023 By HedgeHunter Leave a Comment

US equities were up ~1% from last week’s close: and closed just outside the upper 2 SD boundary of the longer term downtrend channel. However, price is at the 50% retracement level of the peak-trough range of this channel that has provided significant support and resistance

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

Darwin Portfolio Review: 6 April 2023

April 8, 2023 By HedgeHunter Leave a Comment

The Darwin Portfolio is a “Buy-And-Hold” portfolio of assets that is only adjusted when allocations fall out-of-line with recommendations based on risk parity (i.e. equal risk on all holdings). Performance to date (~4 months from inception)

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

A Review/Comparison of Momentum Systems

April 8, 2023 By HedgeHunter 3 Comments

Every year I take a breathe and find a little time to review my portfolios and the systems that I am using to manage those portfolios. As we remind readers almost every month, no system works “best” in all market conditions, and we

Filed Under: Critical Material Tagged With: Critical Material

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