US Equities hit new all-time highs again this week as the SPX (S&P 500 Index) continued in it’s upward trend: However, the index seemed to find resistance at the psychological 5500 “round” number level – so we will have to wait to see whether this level holds and we take a breather with a pullback […]
Rutherford Portfolio Review (Tranche 3): 14 June 2024
It was another bullish week in US equities with stocks continuing their slow climb to new highs: In terms of relative strength, compared with other major asset classes, US equities again came in close to the top of the list, although long term treasury bonds (TLT) stole the show: Current holdings in the Rutherford Portfolio […]
Kahneman-Tversky Portfolio Review: 7 June, 2024
The Kahneman-Tversky (K-T) Portfolio is a simple Dual Momentum Portfolio that is split between two lookback period options over which “momentum”, or Relative Strength, is measured. The Kahneman portion of the portfolio uses a single long-term lookback period of 252 trading days (12 months) and reacts slowly to changes in “momentum”. The Tversky portion uses […]
Rutherford Portfolio Review (Tranche 2): 7 June 2024
US Equities continued their upward climb hitting new all-time highs during the week and closing ~1% higher than last week’s close: This again places US Equities near the top of the performance list of major asset classes: Commodities (DBC) and Gold (GLD) fell from grace this past week. Current holdings in the Rutherford portfolio look […]
Rutherford Portfolio Review (Tranche 1): 31 May 2024
Apologies for being late with this week’s review, I had an emergency and had to go out of town for the weekend and only returned late last night. Last week was not a great week for US equities with the S&P Index closing the week down ~o.5% from last week’s close: Prices are now sitting […]
Rutherford Portfolio Review (Tranche 4): 24 May 2024
It was not a good week for US Equities as the S&P 500 Index banged it’s head against the 5300 barrier all week and closed ~0.2% lower than last weeks close: Prices are still in an uptrend channel and sitting near the all-time highs. It will be interesting to see whether the “seasonal” bullish trend, […]
Darwin Portfolio Review: 17 May, 2024
The Darwin Portfolio is an “All-Weather” Portfolio built from 5 ETFs representing diversification in 5 major asset classes. The portfolio also hold a ~10% allocation to “volatility” as an asset class providing even more diversification. Allocations in the 5 major asset classes are made based on the concepts of Risk Parity with a 3% volatility […]
Rutherford Portfolio Review (Tranche 3): 17 May 2024
It was a bullish week in US Equities with the S&P 500 Index (SPX) taking out previous all-time highs: Since price has closed outside the bearish regression trend channel, and taken out the prior highs, I have added a tentative new uptrend channel – although I still have a feeling that the “round” 5300 barrier […]
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