Since my last review on 18 July I have made a few adjustments to the Dirac Portfolio especially as a result of last Friday’s weakness in the US equity markets – since this portfolio is totally focused on these markets:
Rutherford-Darwin Portfolio Review: 8 August 2025
After last week’s sell-off, US markets bounced back this week, closing ~2.5% higher than last week’s close and looking to retest the all-time highs at ~6450 in the SPX (S&P 500 Index):
Rutherford-Darwin Portfolio Review: 15 August 2025
US equity markets remain bullish and at new all-times highs as they test an important potential resistance level at~6450 in the SPX (S&P 500 Index):
Rutherford-Darwin Portfolio Review: 22 August 2025
In reaction to the Fed’s indication of probable interest rate cuts in September, investors pushed the markets higher on Friday, but the SPX (S&P 500 Index) closed only slightly (~0.25%) higher than last week’s close and was not able to penetrate the ~6450 resistance level and/or reach new highs, and we remain in a sideways […]
Rutherford-Darwin Portfolio Review: 29 August 2025
After finally pushing through the 6500 resistance zone and reaching new all-time highs on Thursday, US equities pulled back on Friday to change the week below this level and almost unchanged from last week’s close:
Dirac Portfolio Review: 29 August 2025
The Dirac Portfolio was launched a little over 2 months ago to try to capture possible benefits from sector rotations within the US Equity markets. As such the S&P 500 is taken as the benchmark index with SPY as the representative ETF benchmark. To date, performance looks like this: with an Internal Rate of Return […]
Rutherford-Darwin Portfolio Review: 5 September 2025
After a shaky start on Tuesday, after the Labor Day weekend, US equities rallied for the remainder of the week to close up ~0.3% from last week’s close and at new all-time highs:
Rutherford-Darwin Portfolio Review: 12 September 2025
US Equities hit more new all-time highs again this week as the SPX (S&P 500 Index) closed up ~1.6% from last week’s close:
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