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You are here: Home / Archives for hedgehunter

Darwin Portfolio Review: 1 December 2023

December 4, 2023 By hedgehunter

The Darwin Portfolio is a portfolio that I try not to adjust too often and it has been 3 months since I last posted a review of this portfolio so it’s time to take a look at how it has been performing in that time period. The Darwin Portfolio uses an “All-Weather” approach and remains […]

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

Rutherford Portfolio Review (Tranche 3): 1 December 2023

December 3, 2023 By hedgehunter

Action in US equity markets was pretty muted this week with consolidation just below resistance (and prior pivot high) at ~4600: It will be interesting to see whether Santa can pull us above this resistance zone and towards the all-time highs at ~4810 (~4.5% higher) before the end of the year. Despite the respectable performance […]

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

Rutherford Portfolio Review (Tranche 2): 24 November 2023

November 26, 2023 By hedgehunter

It was a relatively quiet week in US markets as many investors celebrated Thanksgiving: The SPX is still sitting below the resistance zone at ~4600 that we really need to see broken before the recent uptrend channel can be considered sustainable. Most other markets/asset classes were also quiet, leaving US equities near the top of […]

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

Rutherford Portfolio Review (Tranche 1): 17 November 2023

November 19, 2023 By hedgehunter

After Tuesday’s strong breakout to the upside, US Equities calmed down into consolidation mode but ended the week up ~2.5% from last week’s close: I think we can say that we have broken out of the downtrend channel that we have experienced over the past 3 months and may be gearing up for Santa’s rally […]

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

Rutherford Portfolio Review (Tranche 4): 10 November 2023

November 12, 2023 By hedgehunter

US equity markets started the week quietly but showed more volatility towards the end of the week closing up modestly from last week’s close: Although we closed slightly above resistance (and the prior high) at ~4400 we are still within the 2SD boundary of the downtrend channel – so I am not ready to call […]

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

Rutherford Portfolio Review (Tranche 3): 3 November 2023

November 5, 2023 By hedgehunter

It was a very bullish week in the US Equity markets with the SPX (S&P 500 Index) closing up 5 days in a row and ~6% higher than last week’s close: We are now sitting at the top of the 1 SD boundary of the shorter-term downtrend channel and back within the 2 SD lower […]

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

Rutherford Portfolio Review (Tranche 2): 27 October 2023

October 29, 2023 By hedgehunter

It was a bad week for US equities with the SPX (S&P 500 Index) dropping over 2.5% from last week’s close: It has also now closed below the lower 2 Standard Deviation boundary of the early 2023 bullish uptrend channel (yellow line) and the 50% retracement level of that uptrend (green line) for 2 days […]

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

Rutherford Portfolio Review (Tranche 1): 20 October 2023

October 21, 2023 By hedgehunter

It was a bad week for equities with the SPX (S&P 500 Index) dropping ~2.5% on the week: We are now back in the potential support zone (shaded area) near the prior pivot low at ~4200 and close to the bottom of the 2SD boundary of the longer term bullish uptrend channel. On the pessimistic […]

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

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