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Hawking Portfolio Review: 12 May 2023

May 13, 2023 By hedgehunter

The Hawking Portfolio is essentially a Buy-And-Hold “Income” Portfolio built from Closed-End-Funds. Normally. the only actions required are to re-invest dividends into the Funds so as to maximize the benefits of compounding. At present, the composition of the portfolio looks like this: I know this type of portfolio is out of favor with Lowell at […]

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

Kahneman-Tversky Portfolio Review: 8 May, 2023

May 13, 2023 By hedgehunter

I am a little slow posting this review as I analyzed/adjusted it last week. However, it’s a simple and slow moving portfolio so the tardiness is likely not too significant. Prior to the adjustments I was holding VEA (International Equities) in the Kahneman portion of the portfolio and Cash (SHY) in the Tversky portion and […]

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

Rutherford Portfolio Review (Tranche 3): 12 May 2023

May 13, 2023 By hedgehunter

US Equities continue to consolidate at ~4150 (the mid-level of last year’s range): with the SPX closing down slightly from last week’s close. Despite this, on a relative basis, US equities were close to the top of the performance list with no major asset classes showing positive returns on the week. So much for correlations […]

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

Franklin Sector BPI Portfolio Review: 12 May 2023

May 12, 2023 By Lowell Herr

Franklin is one of four portfolio currently managed using the Sector BPI Plus model.  Yesterday I updated the Bullish Percent Indicator table (to be published tomorrow) and Telecom (VOX) was a Buy recommendation.  Energy (VDE) is very close to a Buy.  Look for the BPI data tomorrow. Franklin Investment Quiver and Current Holdings Below is […]

Filed Under: Franklin Portfolio, Sector BPI Tagged With: Franklin Portfolio, Sector BPI

Darwin Portfolio Review: 5 May 2023

May 8, 2023 By hedgehunter

Adjustments to the Darwin Portfolio are not rigorously scheduled since they are designed to maintain Risk Parity, are usually minor, and I prefer to keep trading costs to a minimum. Here’s how the Portfolio has performed since I changed to a 3% per asset volatility risk target in November 2022: or, in stacked format: A […]

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

Rutherford Portfolio Review (Tranche 2): 5 May 2023

May 6, 2023 By hedgehunter

It was another relatively uneventful week in US Equities with the SPX (S&P 500 Index) continuing to bang it’s head against resistance at ~4150 and closing down slightly from last week’s close: It is still not clear where we go from here but volatility has picked up over the past 2 weeks so we may […]

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

Copernicus Portfolio Review: 3 May 2023

May 3, 2023 By Lowell Herr

Based on yesterday’s market decline, today seemed like a good time to check in on the Copernicus as this portfolio is constructed only of U.S. Equities.  The philosophy behind the Copernicus is to save and invest.  Never sell unless there is an emergency.  How is this portfolio performing on a return and risk basis?  When […]

Filed Under: Copernicus Portfolio, Passive vs. Active, Portfolio Construction, Portfolio Management Tagged With: Copernicus Portfolio

Carson Sector BPI Plus Portfolio Review: 1 May 2023

May 1, 2023 By Lowell Herr

Other than this being the first day of the month, this review or update of the Carson is an interesting one as Discretionary (VCR) was sufficiently close to a sale that I purged the Carson of this ETF.  Telecom is still oversold so I added more shares of VOX and have limit orders to purchase […]

Filed Under: Carson Portfolio, Sector BPI Tagged With: Carson Portfolio

Rutherford Portfolio Review (Tranche 1): 28 April 2023

April 30, 2023 By hedgehunter

A relatively uneventful week in US equites, despite the high day-to-day volatility, with the SPX (S&P 500 Index) up a little over 0.5% from last week’s close: The index is still banging its head against the 50% retracement resistance zone that has been difficult to penetrate a number of times over the past few months. […]

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

Rutherford Portfolio Review (Tranche 5): 21 April 2023

April 22, 2023 By hedgehunter

It was a very quiet week in US Equity markets with the S&P 500 Index trading in a tight ~40 point range: However, the SPX did close down slightly from last week’s close after hitting it’s head against strong resistance at ~4150-4200 – an area that has shown strong support/resistance in the past (arrows). In […]

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

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Portfolios coming up for review.  Millikan, Gauss, Einstein, McClintock, Pauling, and Copernicus 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.

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  • Gauss Sector BPI Portfolio Review: 25 October 2024
  • Kahneman-Tversky Portfolio Review: 7 July, 2023
  • Darwin Portfolio Review: 6 January 2023
  • Gauss Asset Allocation Portfolio Review: 5 February 2025
  • Schrodinger Portfolio Review: 21 August 2025
  • Bullish Percent Indicators: 27 January 2023
  • Franklin Sector BPI Portfolio Review: 19 September 2025
  • Kahneman-Tversky Portfolio Review: 8 January 2025
  • Bullish Percent Indicators: 25 August 2023
  • Rutherford Portfolio Review (Tranche 5): 26 May 2023
  • Carson Sector BPI Portfolio Review: 28 October 2023

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