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Rutherford Portfolio Review (Tranche 3): 23 February 2024

It was another positive week for US equities with the S&P 500 Index hitting new highs after a shaky start to the week. At the end of the week US equities closed ~1.4% higher than last week's close: Relative to other major asset classes US Equities came in close to the top of the list: Holdings in the Rutherford Portfolio currently look like this: and is heavily weighted towards equities in … [Read More...]

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Selecting Closed-End-Funds

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This blog is designed to elicit contributions from readers as it pertains to selecting Closed-End-Funds (CEFs) for portfolio construction.  Hedgehunter has already compiled a list of CEFs and these securities can be found in the Hawking portfolio.  I … [Read more]

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