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Rutherford Portfolio Review (Tranche 3 and Tranche 4): 6 September and 13 September 2024

September 14, 2024 By hedgehunter Leave a Comment

Due to the disruption in access to Yahoo price data, and the fact that I am presently travelling, I was not able to post a review of the Rutherford Portfolio last week so I will attempt to play catch-up this week. After a minor pull-back

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

Rutherford Portfolio Review (Tranche 2): 30 August 2024

September 2, 2024 By hedgehunter Leave a Comment

It was a week of consolidation in the US Equity markets with prices trading in a narrow range in comparison with the volatility of the past 2 months: Prices are hovering at the resistance level of the all-time highs in the SPX (S&P 500 Index) and we must

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

Rutherford Portfolio Review (Tranche 1): 23 August 2024

August 25, 2024 By hedgehunter Leave a Comment

It has been a wild month in the US Equity markets with significant volatility – but we are currently back near the all-time highs that we saw in July: The range that we have seen in in the last few weeks

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

Rutherford Portfolio Review (Tranche 4): 16 August 2024

August 17, 2024 By hedgehunter 2 Comments

The bounce in equity prices continued this week as just about all the major asset classes continued to climb. US Equity prices hit the high end of the downtrend channel: Now we wait to see whether there is any follow-through from here or whether we see some softening after after

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

Kahneman-Tversky Portfolio Review: 9 August, 2024

August 11, 2024 By hedgehunter Leave a Comment

The Kahneman-Tversky Portfolio is the simplest portfolio that I review on this site and consists of a choice of one ETF from three options – two Equity ETFs (US or International) and one Bond ETF (Long Term US Treasuries). The only twist to the portfolio is that

Filed Under: Kahneman-Tversky Portfolio

Rutherford Portfolio Review (Tranche 3): 9 August 2024

August 10, 2024 By hedgehunter Leave a Comment

If we were just to look at prices today and the same time last week we might think that it was a quiet week in the US markets – but, it was far from that, with a dramatic pullback on Monday followed by a full

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

Hawking Portfolio Review: 2 August, 2024

August 5, 2024 By hedgehunter Leave a Comment

July dividend distrubutions are in and ~$1,000+ “Income” is available for re-investment since I don’t need the “income”. Current holdings in the portfolio look like this: and, with the recent pullback I shall be looking for assets that are presently under-allocated and, maybe, ready to bounce so

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

Rutherford Portfolio Review (Tranche 2): 2 August 2024

August 3, 2024 By hedgehunter Leave a Comment

The pullback in US Equities continued this week as prices broke below the lower boundary of the bullish trend channel that started in April: Although it is a little early to declare a correction in the trend (requires a 10% pullback) I have drawn a tentative new

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

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