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You are here: Home / Archives for hedgehunter

Rutherford Portfolio Review (Tranche 3): 29 November 2024

December 1, 2024 By hedgehunter Leave a Comment

It was a holiday-shortened week in the US equity markets but stocks followed the seasonal bullish trend often seen over the days going into Thanksgiving: The SPX (S&P 500 Index) was up ~1.4% from last week’s close and is sitting at 6032 and re-testing

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

Rutherford Portfolio Review (Tranche 2): 22 November 2024

November 24, 2024 By hedgehunter Leave a Comment

US equities recovered from last week’s pullback and bounced to test the 6000 level in the SPX (S&P 500 Index): Prices were up ~2% from last week’s close and this placed US Equities near the top of the asset classes in terms of relative oerformance,

Filed Under: Uncategorized Tagged With: Rutherford

Rutherford Portfolio Review (Tranche 4): 8 November 2024

November 9, 2024 By hedgehunter 3 Comments

As investors we have to ignore the polititians and focus on the impact of policy on the markets. Obviously, Trump’s victory is seen positively by the majority of investors as being good for the markets – at least for now. Last week I suggested that if

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

Hawking Portfolio Review: 1 November, 2024

November 3, 2024 By hedgehunter 5 Comments

It has been three months since I last reviewed the Hawking Portfolio and it has continued to churn out over $1,000 per month in dividends/distributions. The portfolio is essentially a Buy-and-Hold portfolio, although some actions might be taken that could

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

Rutherford Portfolio Review (Tranche 3): 1 November 2024

November 2, 2024 By hedgehunter Leave a Comment

It was a disappointing week everywhere in the markets with all the major asset classes showing negative returns: US Equities were in the middle of the list with prices dropping through the 5800 support/resistance zone in the SPX (S&P 500 Index) and closing near the

Filed Under: Portfolio Management, Portfolio Performance

Rutherford Portfolio Review (Tranche 2): 25 October 2024

October 27, 2024 By hedgehunter

It was a relatively quiet week in the US Equity markets with the SPX (S&P500 Index) pulling back a little to retest the support/resistance zone at ~5800: We are still in an uptrend but must wait to see whether we

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

Rutherford Portfolio Review (Tranches 4 and 1): 18 October 2024

October 19, 2024 By hedgehunter

Travelling back home after a ~6-week trip resulted in me not finding the time to review Tranche 4 of the Rutherford Portfolio last week – so I will review Tranche 4 as well as Tranche 1 this week so as to get

Filed Under: Uncategorized Tagged With: Rutherford Portfolio

Rutherford Portfolio Review (Tranche 3): 4 October 2024

October 6, 2024 By hedgehunter

It was a rocky week until Friday when we saw a gap up in prices with the SPX (S&P 500 Index) closing higher on the week but still not breaking through the ~5790 resistance level:

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

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