ITA Wealth Management

  • Home
  • Blog
    • How To Use ITA Blog
    • Golden Rule of Investing
    • Basic Investing Principles
  • Guest Registration
  • Forum
  • Reset Password
  • About Me
    • Archive
    • Contact
You are here: Home / Archives for hedgehunter

Rutherford Portfolio Review (Tranche 1): 20 September 2024

September 22, 2024 By hedgehunter

On Thursday the SPX (S&P 500 Index) broke through resistance to hit new all-time highs and confirm that the recent pullback was a mere “breather” in the current uptrend (higher highs and higher lows) that started in May – or even last November (depending on how one

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

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

September 14, 2024 By hedgehunter

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

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

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

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

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

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

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

  • « Previous Page
  • 1
  • …
  • 3
  • 4
  • 5
  • 6
  • 7
  • …
  • 22
  • Next Page »

Meta Data

  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org

Search

Recent Posts

  • McClintock Sector BPI Portfolio Review: 10 February 2026 February 10, 2026
  • Schrodinger Portfolio Review: 29 January 2026 January 29, 2026
  • Franklin Sector BPI Update: 28 January 2026 January 28, 2026
  • Millikan Portfolio Review: 27 January 2026 January 27, 2026
  • Carson Sector BPI Portfolio Review: 26 January 2026 January 26, 2026
  • Beta: A Brief Description January 19, 2026
  • McClintock Sector BPI Portfolio Update: 16 January 2026 January 16, 2026

Recent Comments

  • Lowell Herr on Bullish Percent Indicators: 21 November 2025
  • Lowell Herr on Beta: A Brief Description
  • Lowell Herr on McClintock Sector BPI Portfolio Update: 16 January 2026
  • Lowell Herr on Copernicus Portfolio Update: 15 January 2026
  • Lowell Herr on Millikan Portfolio Review: 13 January 2026
  • BOB_P on Millikan Portfolio Review: 13 January 2026
  • Lowell Herr on Millikan Portfolio Review: 13 January 2026
  • Lowell Herr on Millikan Portfolio Review: 13 January 2026
  • Lowell Herr on Millikan Portfolio Review: 13 January 2026
  • BOB_P on Millikan Portfolio Review: 13 January 2026

Popular Posts

  • Recession: Will Equities Drop In The Next 18 Months?
  • Schrodinger Portfolio Review: 29 January 2026
  • Gifting a Grandchild
  • Millikan Portfolio Review: 4 December 2025
  • Copernicus Portfolio Review: 14 November 2025
  • Schrodinger Robo Advisor Portfolio Review: 26 November 2025
  • Bullish Percent Indicators: 21 November 2025
  • Darwin 2026: 2 January 2026
  • Millikan Portfolio Review: 13 January 2026
  • McClintock Sector BPI Portfolio Update: 16 January 2026

General Investment News

Portfolios coming up for review.  Millikan and Franklin are the critical portfolios next up for review.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

Check the Forum for more detailed information.  If you wish to begin a financial discussion, use the Forum.

This blog is free to all who signup as a Guest.

Random Posts

  • Kahneman-Tversky Portfolio Review: 1 December, 2023
  • Franklin Sector BPI Portfolio Review: 12 June 2025
  • Rutherford Portfolio Review (Tranche 1): 31 May 2024
  • Rebalancing Asset Allocation Portfolios: 12 March 2025
  • Bullish Percent Indicators: 22 September 2023
  • The Feynman Study: Part 1
  • Huygens Sector BPI Portfolio Review: 24 November 2023
  • Hawking Portfolio Review: 14 July 2025
  • Rutherford Portfolio Review (Tranche 3): 4 October 2024
  • Rutherford Portfolio Review (Tranche 3): 1 December 2023
  • McClintock Portfolio Review: 22 January 2024

Log in | Website Design by BOING

 

Loading Comments...
 

You must be logged in to post a comment.