ITA Wealth Management

  • Home
  • Blog
    • How To Use ITA Blog
    • Golden Rule of Investing
    • Basic Investing Principles
  • Guest Registration
  • Forum
  • Reset Password
  • About Me
    • Archive
    • Contact
You are here: Home / Archives for hedgehunter

Rutherford Portfolio Review (Tranche 1): 5 April 2024

April 6, 2024 By hedgehunter

Comments made by members of the Fed regarding the possibility that there may be no interest rate cuts this year scared the US equity markets on Thursday and, although they recovered slightly on Friday, markets closed the week ~1% lower from last week’s close: That 5200-5220 resistance area that I have been highlighting for the […]

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

Rutherford Portfolio Review (Tranche 4): 28 March 2024

April 1, 2024 By hedgehunter

US Markets started the week slowly with a small pullback at the beginning of the week but finished the holiday-shortened week with a recovery and closing about 0.25% higher than last week’s close: However, we are still hovering at that 5200-5220 level that is providing some resistance to possible moves higher – at least in […]

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

Rutherford Portfolio Review (Tranche 3): 22 March 2024

March 24, 2024 By hedgehunter

US Equities finally poked their head above the ~5200 resistance level where they have been sitting for the past couple of weeks: now we wait to see whether we get a continuation of the bullish trend or a pullback to at least the bottom of the channel (that would probably be healthy). In terms of […]

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

Rutherford Portfolio Review (Tranche 2): 15 March 2024

March 17, 2024 By hedgehunter

As  mentioned in my reviews over the past two weeks we are seeing resistance at ~5200 in the SPX (S&P 500 Index): and prices have remained in this general area over that period. US equities actually closed down slightly on the week (~0.3%) but managed to outperform most other major asset classes on a relative […]

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

Rutherford Portfolio Review (Tranche 1): 8 March 2024

March 10, 2024 By hedgehunter

US Equities continue their climb towards the 5200 level but slowed down a little this week as they approach this potential resistance level: In fact, VTI (representing the US Equity markets) closed down slightly (~-0.2%) on the week and was the poorest performing ETF in the major asset class list: The rotation algorithm being used […]

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

Hawking Portfolio Review: 1 March, 2024

March 4, 2024 By hedgehunter

I have held off my review of the Hawking portfolio so as to log the month-end distributions for February. This Portfolio needs very little attention since it is essentially a “Buy and Hold” portfolio built on the purchase of high yield Closed-End Funds (CEFs) for income generation. The portfolio currently holds twenty-five (25) positions to […]

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

Darwin Portfolio Review: 1 March, 2024

March 3, 2024 By hedgehunter

The Darwin Portfolio differs from other portfolios that I review on this site since it is a more “classical” diversified portfolio that does not rely on momentum measurements but stays invested in the same assets at all times (see lower screenshot below). The only adjustments necessary are to adjust for Risk Parity should allocations get […]

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

Kahneman-Tversky Portfolio Review: 1 March, 2024

March 3, 2024 By hedgehunter

It has been 3 months since I last posted a review of the Kahneman-Tversky (K-T) Portfolio since no adjustments have been called for. The K-T Portfolio is a simple Dual Momentum Portfolio that needs very little attention since we only have a choice of three ETFs from which to choose and we select the one […]

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

  • « Previous Page
  • 1
  • …
  • 20
  • 21
  • 22
  • 23
  • 24
  • …
  • 37
  • Next Page »

Meta Data

  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org

Search

Recent Posts

  • Franklin Sector BPI Portfolio Update: 10 July 2026 July 10, 2026
  • Bethe Portfolio Redesigned: 9 July 2026 July 9, 2026
  • Schrodinger Portfolio Update: 8 July 2026 July 8, 2026
  • Bohr Portfolio Review: 7 July 2026 July 7, 2026
  • Dirac 2026 Portfolio Review: 2 July 2026 July 5, 2026
  • Darwin 2026 Portfolio Review: 2 July 2026 July 5, 2026
  • McClintock Sector BPI Portfolio Update: 2 July 2026 July 2, 2026

Recent Comments

  • Lee Cash on Copernicus Portfolio Update: 23 June 2026
  • Lowell Herr on McClintock Sector BPI Portfolio Update: 5 June 2026
  • Lowell Herr on Portfolio Diversification: 6 June 2026
  • William Tynes on Portfolio Diversification: 6 June 2026
  • Lowell Herr on Portfolio Diversification: 6 June 2026
  • William Tynes on Portfolio Diversification: 6 June 2026
  • Lee Cash on Huygens Portfolio Review: 3 June 2026
  • Stellaluna on Kepler Portfolio Review: 27 May 2006
  • Lowell Herr on Kepler Portfolio Review: 27 May 2006
  • Lowell Herr on Kepler Portfolio Review: 27 May 2006

Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • Financial Repression: Part 1
  • Financial Repression: Another Perspective
  • Portfolio Diversification: 6 June 2026
  • Franklin Sector BPI Portfolio Review: 14 April 2026
  • Financial Repression: Part III
  • Schrodinger Portfolio Update: 17 April 2026
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • Gauss Portfolio Review: 29 April 2026
  • McClintock Sector BPI Portfolio Review: 5 May 2026

General Investment News

Portfolios coming up for review.  Pauling, Einstein, and Carson are the critical portfolios next up for review.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

Check the Forum for more detailed information.  If you wish to begin a financial discussion, use the Forum.

This blog is free to all who signup as a Guest.

Random Posts

  • Millikan Sector BPI Plus Portfolio Review: 26 June 2023
  • Rutherford Portfolio Review (Tranche 2): 1 September 2023
  • Millikan Sector BPI Portfolio Review: 31 July 2024
  • Tweaking Sector BPI Plus Investing Model: Part II
  • Kepler CEF Portfolio Review: 28 July 2025
  • Bethe Asset Allocation Portfolio Simplified: 14 March 2025
  • Einstein Asset Allocation Portfolio Review: 18 October 2024
  • Kahneman-Tversky Portfolio Review: 7 July, 2023
  • Carson Sector BPI Plus Portfolio Review: 1 May 2023
  • A Review/Comparison of Momentum Systems
  • Bullish Percent Indicators: 1 December 2023

Log in | Website Design by BOING

Loading Comments...

You must be logged in to post a comment.