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You are here: Home / Archives for hedgehunter

Rutherford Portfolio Review (Tranche 2): 4 August 2023

August 5, 2023 By hedgehunter

This week we saw an inevitable pullback in the prices of US equities after 2 weeks of finding resistance at the upper boundary of the 1 SD bullish trend channel: the question now is how deep the pullback may be – will we just maybe pullback to the centre of the channel or will the […]

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

Rutherford Portfolio Review (Tranche 1): 28 July 2023

July 29, 2023 By hedgehunter

A quiet week in US equities with the only excitent comming on Thursday with the Fed announcements – but then we settled back down and finished the week very close to last weel’s close and still at the top of the 1 SD bounary of the bullish trend channel: Note how, over the past ~2 […]

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

Rutherford Portfolio Review (Tranche 4): 21 July 2023

July 22, 2023 By hedgehunter

It was a relatively quiet week in the US equity markets with little change from where we were last week and still sitting at resistance near the upper 1 SD boundary of the uptrend channel US equities was not the only major asset class with little action: Commodities, at the top, and Emerging Market equities, […]

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

Rutherford Portfolio Review (Tranche 3): 14 July 2023

July 15, 2023 By hedgehunter

Despite a pullback on Friday it was a bullish week in US equities with prices closing ~2.7% higher than last week’s close and still sitting at the upper 1 SD boundary of the uptrend channel with volatility at it’s lowese level in the past 12 months: Deespite this nice performance, US equities did not make […]

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

Kahneman-Tversky Portfolio Review: 7 July, 2023

July 9, 2023 By hedgehunter

The Kahneman-Tversky Portfolio is a simple Dual Momentum portfolio that invests in only one asset in each portion of a 2-split portfolio where the split is based on different look-back periods to measure Momentum. The Kahneman portion uses a single 252-day lookback period to measure momentum – and this reacts slowly to changes in market […]

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

Hawking Portfolio Review: 7 July 2023

July 9, 2023 By hedgehunter

The Hawking Portfolio is an “Income” portfolio built from Closed-End-Funds (CEFs) with distribution yields in excess of 8%. The portfolio needs very little maintenance other than to re-invest dividends so as to optimize geometric returns. Current holdings in the portfolio look like this: that has produced the following performance to date: i.e. it has generated […]

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

Darwin Portfolio Review: 7 July 2023

July 9, 2023 By hedgehunter

The Darwin Portfolio is an “all-weather” portfolio that requires few adjustments, based on risk parity, only when allocations get significantly out-of-line. The portfolio holds only 5 assets that may be adjusted for risk parity with an allocation to “Volatility” – considered as a separate asset class – for a little extra diversification. Current holdings are […]

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

Rutherford Portfolio Review (Tranche 2): 7 July 2023

July 8, 2023 By hedgehunter

After last week’s pre-holiday fireworks the celebrations fizzed out after the holiday and US equities closed down ~1% lower than last week’s close: Another re-test of the 4300 level would not surprise me – but then it’s anyone’s guess where we might go from there. Since we are getting towards mid-summer a sideways market into […]

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

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