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You are here: Home / Archives for hedgehunter

Rutherford Portfolio Review (Tranche 4): 24 May 2024

May 25, 2024 By hedgehunter

It was not a good week for US Equities as the S&P 500 Index banged it’s head against the 5300 barrier all week and closed ~0.2% lower than last weeks close: Prices are still in an uptrend channel and sitting near the all-time highs. It

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

Darwin Portfolio Review: 17 May, 2024

May 18, 2024 By hedgehunter

The Darwin Portfolio is an “All-Weather” Portfolio built from 5 ETFs representing diversification in 5 major asset classes. The portfolio also hold a ~10% allocation to “volatility” as an asset class providing even more diversification. Allocations in the 5 major asset classes are

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

Rutherford Portfolio Review (Tranche 3): 17 May 2024

May 18, 2024 By hedgehunter

It was a bullish week in US Equities with the S&P 500 Index (SPX) taking out previous all-time highs: Since price has closed outside the bearish regression trend channel, and taken out the prior highs, I have added a tentative new uptrend channel – although

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

Hawking Portfolio Review: 10 May, 2024

May 12, 2024 By hedgehunter

Since my last review of the Hawking Portfolio I have added positions in ACRE (Real Estate) and FSK (Business Development Organizations). Both were “falling knives” that I tried to catch, sometimes unsuccessfully (ACRES – that I will say a little more

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

Kahneman-Tversky Portfolio Review: 10 May, 2024

May 12, 2024 By hedgehunter

The Kahneman-Tversky (K-T) Portfolio is a simple Dual Momentum Portfolio using different lookback periods to measure momentum/relative strength in separate portions of the total portfolio. The Portfolio only has a choice of 3 assets from which to choose – VTI (US Equities), VEU (International Equities

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

Rutherford Portfolio Review (Tranche 2): 10 May 2024

May 11, 2024 By hedgehunter

It was another bullish week in US equities with stocks ending ~1.8% higher than last week’s close: This resulted in prices closing slightly outside the upper boundary of the tentative downtrend channel

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

Rutherford Portfolio Review (Tranche 1): 3 May 2024

May 5, 2024 By hedgehunter

US equities had another week of positive performance closing the week ~0.7% higher than last week’s close. However, again, it was not a smooth ride with major gains coming on a ~1% gap up on Friday: We are still sitting near the top boundary

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

Rutherford Portfolio Review (Tranche 4): 26 April 2024

April 27, 2024 By hedgehunter

Although US equities closed up ~2.5% from last week’s close it was not a smooth ride – with a bounce from last week’s close early in the week to a retest of the ~5000 support level on Thursday and a jump back up on

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

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