It has been 3 months since I last reported on the performance of the Hawking Portfolio – basically because it is essentially a “Buy-And-Hold” portfolio of Closed-End-Funds (CEFs) that pay out high monthly distributions/dividends and requires very little attention. In my last review I outlined why it is sometimes difficult to analyze these funds since […]
Rutherford-Darwin Portfolio Review: 3 October 2025
Another bullish week in US equities with the SPX (S&P 500 Index) hitting more new all-time highs and closing the week a little over 1% higher than last week’s close:
Rutherford-Darwin Portfolio Review: 26 September 2025
This week saw a small ~0.25% pullback in US Equity markets (S&P 500 Index) but we are still consolidating at the ~6500 level:
Rutherford-Darwin Portfolio Review: 19 September 2025
It was another bullish week in the US Equity markets with the SPX (S&P 500 Index) again making new highs: We have broken through the 6450 resistance zone and are now sitting at the ~6650 level. There is still no evidence of the historical September weakness in the US equity markets as we continue to […]
Rutherford-Darwin Portfolio Review: 12 September 2025
US Equities hit more new all-time highs again this week as the SPX (S&P 500 Index) closed up ~1.6% from last week’s close:
Rutherford-Darwin Portfolio Review: 5 September 2025
After a shaky start on Tuesday, after the Labor Day weekend, US equities rallied for the remainder of the week to close up ~0.3% from last week’s close and at new all-time highs:
Dirac Portfolio Review: 29 August 2025
The Dirac Portfolio was launched a little over 2 months ago to try to capture possible benefits from sector rotations within the US Equity markets. As such the S&P 500 is taken as the benchmark index with SPY as the representative ETF benchmark. To date, performance looks like this: with an Internal Rate of Return […]
Rutherford-Darwin Portfolio Review: 29 August 2025
After finally pushing through the 6500 resistance zone and reaching new all-time highs on Thursday, US equities pulled back on Friday to change the week below this level and almost unchanged from last week’s close:
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