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You are here: Home / Archives for hedgehunter

Rutherford Portfolio Review (Tranche 4): 1 March 2024

March 3, 2024 By hedgehunter

US Equities continued their bullish climb over the past week and are still heading towards the 5200 level where we might expect to see a little resistance: In terms of relative strength VTI (representing US Equities) came in roughly the middle of the pack being outshone by Gold (GLD) and US Real Estate (VNQ): Unfortunately […]

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

Rutherford Portfolio Review (Tranche 3): 23 February 2024

February 25, 2024 By hedgehunter

It was another positive week for US equities with the S&P 500 Index hitting new highs after a shaky start to the week. At the end of the week US equities closed ~1.4% higher than last week’s close: Relative to other major asset classes US Equities came in close to the top of the list: […]

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

Rutherford Portfolio Review (Tranche 2): 16 February 2024

February 18, 2024 By hedgehunter

US Equities were basically flat on the week with the SPX closing down slightly although still near the center of the bullish trend channel: and with the performance of the broader based VTI Fund coming in around the middle of the pack for all major asset classes: Current holdings in the Rutherford Portfolio look like […]

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

Rutherford Portfolio Review (Tranche 1): 9 February 2024

February 10, 2024 By hedgehunter

US Equities continued their steady climb this week hitting new all-time highs at the close on Friday: Since we are at all-time highs, with no obvious indications of the next resistance level, the best I can do is look at the 100% Fibonacci extension from the November lows – that suggests possible resistance at~5200 if […]

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

Rutherford Portfolio Review (Tranche 4): 2 February 2024

February 5, 2024 By hedgehunter

It was a relatively volatile week in the US equity markets last week with a bit of a scare on Wednesday but, in the end, the markets ended up a little over 1% from last week’s close: This placed US equities near the top of the list of major asset classes in terms of performance, […]

Filed Under: Rutherford Portfolio Tagged With: Rutherford Portfolio

Rutherford Portfolio Review (Tranche 3): 26 January 2024

January 28, 2024 By hedgehunter

It was a relatively calm but bullish week in US equity markets as the S&P 500 Index continued it’s climb above the important 4800 resistance level (that now becomes a potential support level): US equities rose a little over 1% over the past week – generally in line with international equity markets, but all of […]

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

Rutherford Portfolio Review (Tranche 2): 19 January 2024

January 23, 2024 By hedgehunter

My apologies for being late with this post – I’ve moved to a new location and I’ve had a few problems with my new internet connection – but, this is real life and the issues we come across. Hopefully it doesn’t have a significant impact on our investments and we can survive the frustrations. In […]

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

Rutherford Portfolio Review (Tranche 1): 12 January 2024

January 14, 2024 By hedgehunter

This may be the last time that you will see my usual chart of the SPX (S&P 500 Index) since my broker is kicking me off my preferred platform for analysis (ThinkOrSwim) and migrating my account to a new platform (that I haven’t yet been able to assess). In the past week we got a […]

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

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