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You are here: Home / Archives for Portfolio Management

Kahneman-Tversky Portfolio Review: 1 March, 2024

March 3, 2024 By hedgehunter 2 Comments

It has been 3 months since I last posted a review of the Kahneman-Tversky (K-T) Portfolio since no adjustments have been called for. The K-T Portfolio is a simple Dual Momentum Portfolio that needs very little attention since we only

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

Darwin Portfolio Review: 1 March, 2024

March 3, 2024 By hedgehunter Leave a Comment

The Darwin Portfolio differs from other portfolios that I review on this site since it is a more “classical” diversified portfolio that does not rely on momentum measurements but stays invested in the same assets at all times (see lower screenshot below). The only adjustments necessary are to

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

Hawking Portfolio Review: 1 March, 2024

March 4, 2024 By hedgehunter 2 Comments

I have held off my review of the Hawking portfolio so as to log the month-end distributions for February. This Portfolio needs very little attention since it is essentially a “Buy and Hold” portfolio built on the purchase of high yield Closed-End Funds (CEFs) for income

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

Rutherford Portfolio Review (Tranche 1): 8 March 2024

March 10, 2024 By hedgehunter Leave a Comment

US Equities continue their climb towards the 5200 level but slowed down a little this week as they approach this potential resistance level: In fact, VTI (representing the US Equity markets) closed down slightly (~-0.2%) on the week and was the poorest performing ETF

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

Rutherford Portfolio Review (Tranche 2): 15 March 2024

March 17, 2024 By hedgehunter Leave a Comment

As  mentioned in my reviews over the past two weeks we are seeing resistance at ~5200 in the SPX (S&P 500 Index): and prices have remained in this general area over that period. US equities actually closed down slightly on the week (~0.3%) but

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

Carson Sector BPI Portfolio: 21 March 2024

March 21, 2024 By Lowell Herr 1 Comment

“Fund expenses have a direct impact on investment returns.” Carson, the oldest Sector BPI portfolio, is the account up for review today.  With U.S. Equities pushing the upper limits no sectors are positioned in the oversold zone.  In these market conditions investments focus of using available cash

Filed Under: Carson Portfolio, Portfolio Construction, Portfolio Management, Risk Management, Sector BPI Tagged With: Carson Portfolio, Sector BPI

Rutherford Portfolio Review (Tranche 3): 22 March 2024

March 24, 2024 By hedgehunter Leave a Comment

US Equities finally poked their head above the ~5200 resistance level where they have been sitting for the past couple of weeks: now we wait to see whether we get a continuation of the bullish trend or a pullback to at least the

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

Copernicus Portfolio Review: 29 March 2024

March 29, 2024 By Lowell Herr Leave a Comment

Passive investing is the name of the game with the Copernicus portfolio.  The philosophy of the Copernicus is to purchase U.S. Equity ETFs when cash is available and to never sell unless there is an emergency.  One major

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

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