It was a volatile week in the US Equity markets with the SPX (S&P 500 Index) closing down ~3% on the week once the dust had settled on Friday: Markets are looking a little weak here as we … [Read More...]
Dirac Portfolio Review: 8 January 2025
I opened the Dirac Portfolio in March 2024, as an "Income" portfolio, with the intent of populating it with CEFs using a mean reversion strategy based on 12-month Z-scores. However, with the markets being in a strong uptrend through 2024, no funds … [Read more]
Rutherford Portfolio Review (Part 2 – Options): 6 January 2025
After making a mandatory ~$20,000 withdrawal from the Rutherford Portfolio, that I had been managing using a strict momentum model, I was left with ~$70,000 for future investment. Going forward into 2025, and beyond, I plan to split these funds into … [Read more]
2025: A Year To Simplify
Just as Hedgehunter is making a few portfolio changes, 2025 is a year for a few changes in several ITA portfolios. Those that will remain unchanged, at least for now, are: Copernicus, Schrodinger, and Carson. Each of these three portfolios uses a … [Read more]
Darwin Portfolio Review: 3 January 2025
I do not post a review of the Darwin Portfolio very often because I rarely adjust it and it behaves, for the most part, like a Buy-And-Hold Portfolio. The Portfolio holds a handful of ETFs covering different market segments to provide diversification … [Read more]
Rutherford Portfolio Review (Part 1 – Darwin): 3 January 2025
Although this post is titled "Rutherford Portfolio Review" it is not really a review of the portfolio that I have reported on in the past as I have (officially) closed that portfolio down in order … [Read more]
Schrodinger Portfolio Review: 2 January 2025
While this Schrodinger post is going up on January 2nd, the data is accurate as of 31 December 2024. The overall performance is quite strong despite the four percentage point loss in December. This post of the Schrodinger marks the three-year point … [Read more]
Rutherford Portfolio Review: 27 December 2024
It was a rather uneventful week in the US Equity markets with relatively low volume as a consequence of the holidays. However, the SPX (S&P 500 Index) did manage to close the week ~0.5% higher than last week's close despite a … [Read more]
Rutherford Portfolio Review (Tranche 2): 20 December 2024
Mr Powell seems to be the Grinch who stole Christmas and blocked Santa's rally to the 6200 level. Investors did not react well to Mr Powell's statements that there might only be two rate cuts next year and US markets dropped close to 4% following … [Read more]
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