ITA Wealth Management

  • Home
  • Blog
    • How To Use ITA Blog
    • Golden Rule of Investing
    • Basic Investing Principles
  • Guest Registration
  • Forum
  • Reset Password
  • About Me
    • Archive
    • Contact
You are here: Home / Archives for Portfolio Management / Risk Management

Rutherford-Darwin Portfolio Review: 3 July 2025

July 4, 2025 By hedgehunter Leave a Comment

In another short week for trading, US Equities (SPX) continued their climb to new highs and closed the week ~2.2% higher than last week’s close:

Filed Under: Rutherford Portfolio, Darwin Portfolio, Options, Portfolio Management, Portfolio Performance, Risk Management, Technical Indicators Tagged With: Darwin Portfolio, Options, Portfolio Management, Portfolio Performance, Risk Management, Rutherford Portfolio, Technical Indicators

Dirac Portfolio Review: 3 July 2025

July 6, 2025 By hedgehunter 1 Comment

Over the past 18 months I have not had the time to decide how to manage the money that has been sitting in the Dirac Portfolio. This was to be a re-build portfolio project based on using an “Income” model, similar to the Hawking Portfolio, but designed to adopt a mean reversion rather than momentum […]

Filed Under: Dirac Portfolio, Asset Allocation, Options, Portfolio Management, Portfolio Performance, Relative Strength, Risk Management, Technical Indicators Tagged With: Asset Allocation, Dirac Portfolio, Options, Portfolio Management, Portfolio Performance, Relative Strength, Risk Management, Technical Indicators

Questions To Ask Your Money Manager

July 11, 2025 By Lowell Herr Leave a Comment

  Recently I was talking with a neighbor and I mentioned that I have been writing an investment blog for over 17 years.  The neighbor mentioned he has a money manager handle his investments.  When I have one of these conversations my mind begins to come up with questions I would ask a money manager […]

Filed Under: Portfolio Management, Portfolio Construction, Portfolio Performance, Risk Management Tagged With: Portfolio Management

Rutherford-Darwin Portfolio Review: 11 July 2025

July 13, 2025 By hedgehunter Leave a Comment

After the Independence Day Holiday and the break through the significant 6100 resistance level in the S&P 500 Index (SPX) we waited to see where the markets would go next – but, it was a quiet week, with consolidation around 6250 and a close just slightly lower than last week’s close:

Filed Under: Rutherford Portfolio, Darwin Portfolio, Options, Portfolio Management, Portfolio Performance, Risk Management, Technical Indicators Tagged With: Darwin Portfolio, Options, Portfolio Management, Portfolio Performance, Risk Management, Rutherford Portfolio, Technical Indicators

Dirac Portfolio Review: 11 July 2025

July 14, 2025 By hedgehunter Leave a Comment

Last week I introduced my revamped Dirac Portfolio that will, roughly, follow the same systems/methodologies as the Rutherford-Darwin Portfolio but with a quiver dedicated only to US markets with no diversification outside of these markets. Risk management will be a little tougher because of trading restrictions resulting from the fact that these securities are held […]

Filed Under: Dirac Portfolio, Options, Portfolio Management, Portfolio Performance, Risk Management Tagged With: Dirac Portfolio, Options, Portfolio Management, Portfolio Performance, Risk Management

Rutherford-Darwin Portfolio Review: 18 July 2025

July 21, 2025 By hedgehunter Leave a Comment

It was another relatively quiet week in the US Equity markets except for a little nervousness on Wednesday with rumors that Fed Chairman Powell might be fired by the President for not lowering interest rates – but in the end the SPX (S&P 500 Index) closed the week ~0.7% higher than last week’s close:

Filed Under: Darwin Portfolio, Options, Portfolio Management, Portfolio Performance, Risk Management, Rutherford Portfolio Tagged With: Darwin Portfolio, Options, Portfolio Management, Portfolio Performance, Risk Management, Rutherford Portfolio

Dirac Portfolio Review: 18 July 2025

July 21, 2025 By hedgehunter Leave a Comment

With Options in XLC (Communications) expiring on Friday (18 July) I made a few adjustments to the Portfolio:

Filed Under: Dirac Portfolio, Options, Portfolio Management, Portfolio Performance, Risk Management Tagged With: Dirac Portfolio, Options, Portfolio Management, Portfolio Performance, Risk Management

Rutherford-Darwin Portfolio Review: 25 July 2025

July 27, 2025 By hedgehunter Leave a Comment

US equities continued their steady climb to new all-time highs this week with the SPX (S&P 500 Index) closing ~1.5% higher than last week’s Close: The next potential resistance level might come somewhere in the 6450-6500 range between the 1.236 Fibonacci extension level and the psychologically significant 6500 “round number”. From there we would wait […]

Filed Under: Darwin Portfolio, Options, Portfolio Management, Portfolio Performance, Risk Management, Rutherford Portfolio Tagged With: Darwin Portfolio, Options, Portfolio Management, Portfolio Performance, Risk Management, Rutherford Portfolio

  • « Previous Page
  • 1
  • …
  • 3
  • 4
  • 5
  • 6
  • 7
  • 8
  • Next Page »

Meta Data

  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org

Search

Recent Posts

  • Questions To Ask Before You Hire A Professional Money Manager August 25, 2013
  • Occam’s Razor and Investing August 26, 2013
  • The Feynman Study September 3, 2013
  • The Feynman Study: Part 1 September 5, 2013
  • The Feynman Study: Part 2 September 6, 2013
  • The Feynman Study: Part 3 September 7, 2013
  • The Feynman Study: Part 4 September 8, 2013

Recent Comments

  • Lee Cash on Copernicus Portfolio Update: 23 June 2026
  • Lowell Herr on McClintock Sector BPI Portfolio Update: 5 June 2026
  • Lowell Herr on Portfolio Diversification: 6 June 2026
  • William Tynes on Portfolio Diversification: 6 June 2026
  • Lowell Herr on Portfolio Diversification: 6 June 2026
  • William Tynes on Portfolio Diversification: 6 June 2026
  • Lee Cash on Huygens Portfolio Review: 3 June 2026
  • Stellaluna on Kepler Portfolio Review: 27 May 2006
  • Lowell Herr on Kepler Portfolio Review: 27 May 2006
  • Lowell Herr on Kepler Portfolio Review: 27 May 2006

Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • Financial Repression: Part 1
  • Financial Repression: Another Perspective
  • Portfolio Diversification: 6 June 2026
  • Franklin Sector BPI Portfolio Review: 14 April 2026
  • Financial Repression: Part III
  • Schrodinger Portfolio Update: 17 April 2026
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • Gauss Portfolio Review: 29 April 2026
  • McClintock Sector BPI Portfolio Review: 5 May 2026

General Investment News

Portfolios coming up for review.  Pauling, Einstein, and Carson 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.

Check the Forum for more detailed information.  If you wish to begin a financial discussion, use the Forum.

This blog is free to all who signup as a Guest.

Random Posts

  • Questions To Ask Before You Hire A Professional Money Manager
  • Occam’s Razor and Investing
  • The Feynman Study
  • The Feynman Study: Part 1
  • The Feynman Study: Part 2
  • The Feynman Study: Part 3
  • The Feynman Study: Part 4
  • The Feynman Study: Part 4 (Continued)
  • The Feynman Study: Part 5
  • The Feynman Study: Part 6-1
  • The Feynman Study: Part 6-2

Log in | Website Design by BOING

Loading Comments...

You must be logged in to post a comment.