The Darwin Portfolio is one of my portfolios that I don’t normally adjust too often. It holds 5 ETFs that represent 5 of the major asset classes and allocations are based on Risk Parity such that risk (as measured by volatility) is limited to 3% per ETF. In addition to these 5 ETFs the portfolio […]
Rutherford Portfolio Review (Tranche 2): 1 September 2023
The past week was a bullish week for US equities: with SPX showing a 2.5% gain on the week. We have bounced nicely off the lower 1 SD boundary of the bullish channel and the 4300 support area and headed for the centre line – that is encouraging. However, the bearish candles of the past […]
Rutherford Portfolio Review (Tranche 1): 25 August 2023
It was a rather confusing week in US equity markets with the SPX (S&P 500 Index) closing up ~0.8% over last week’s close: However, Thursday was a strong down day and it may be that the apparent early week strength was a bit of a “head fake”. A bullish day on Friday following Thursday’s weakness […]
Rutherford Portfolio Review (Tranche 4): 18 August 2023
It was another week of poor performance in US equity markets, with a little relief coming later in the day on Friday: however, we have now crossed below the centre line of the bullish channel, testing the 61.8% Fibonnacci retracement line that could provide support, but may be preparing to test the lower boundary of […]
Rutherford Portfolio Review (Tranche 3): 11 August 2023
US equities showed continued weakness as prices pulled back from the highs of 2 weeks ago: This weakness was reflected in other markets: with only US Real Estate showing gains on the week Holdings in the Rutherford Portfolio look like this: with Tranche 3 (the focus of this week’s review) holding positions in VTI, VWO, […]
Hawking Portfolio Review: 4 August 2023
The Hawking Portfolio is a “Buy-and Hold” Income generating portfolio built using Closed End Funds (CEFs) with high distributions. Usually, the only action required is to re-invest the dividends received so as to promote geometric growth. Current Holdings look like this: with performance like this: Over this ~30 month period, the Hawking Portfolio has outperformed […]
Darwin Portfolio Review: 4 August 2023
The Darwin Portfolio is an “all-weather” portfolio that it adjusted, as necessary, on the basis of risk parity. Performance to date looks like this: 0r, in stacked format: The discontinuities in the graphs correspond to allocation adjustments. Despite the weakness over the past few days, Internal Rate of Return (IRR) is still standing at 14.9%: […]
Kahneman-Tversky Portfolio Review: 4 August, 2023
The Kahneman-Tversky Portfolio is a simple Dual Momentum Portfolio that requires few adjutments since it only has a choice of holding one of 3 assets. Here’s where the portfolio is sitting at present: Checking the slower moving Kahneman portion of the portfolio that uses a single 252-day (12 month) lookback to measure momentum, the rotation […]
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