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 Performance

Darwin Portfolio Review: 29 December 2023

December 31, 2023 By hedgehunter 3 Comments

At the end of 2023 the Darwin Portfolio is showing a profit of 17% (16.4%  annualized IRR) since inception in November 2022. This is not as good as the return on the S&P 500 Index (up 18.5% over the same period) but beats

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

Rutherford Portfolio Review (Tranche 4): 5 January 2024

January 6, 2024 By hedgehunter Leave a Comment

The first week of trading in 2024 was bearish with the SPX (S&P 500 Index) pulling back 2% from 2023 End-Of-Year highs: We are now sitting at the lower boundary of the 1 Standard Deviation bullish channel that started in October of 2023 and leading

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

Relative Portfolio Performance Data: 12 January 2024

January 13, 2024 By Lowell Herr Leave a Comment

Below is 24.5 months of date for the ITA portfolios I track.  This list does not include the portfolios managed and reported on by Hedgehunter.  The Annual IRR column of data is accurate as of 1/12/2024 while the remainder of the data is current as of the

Filed Under: Portfolio Performance Tagged With: Portfolio Performance

Rutherford Portfolio Review (Tranche 1): 12 January 2024

January 14, 2024 By hedgehunter 1 Comment

This may be the last time that you will see my usual chart of the SPX (S&P 500 Index) since my broker is kicking me off my preferred platform for analysis (ThinkOrSwim) and migrating my account to a new platform (that I haven’t yet

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

Rutherford Portfolio Review (Tranche 2): 19 January 2024

January 23, 2024 By hedgehunter Leave a Comment

My apologies for being late with this post – I’ve moved to a new location and I’ve had a few problems with my new internet connection – but, this is real life and the issues we come across. Hopefully it doesn’t have a significant impact on our investments and

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

Rutherford Portfolio Review (Tranche 3): 26 January 2024

January 28, 2024 By hedgehunter Leave a Comment

It was a relatively calm but bullish week in US equity markets as the S&P 500 Index continued it’s climb above the important 4800 resistance level (that now becomes a potential support level): US equities rose a little over 1% over the

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

Rutherford Portfolio Review (Tranche 1): 9 February 2024

February 10, 2024 By hedgehunter Leave a Comment

US Equities continued their steady climb this week hitting new all-time highs at the close on Friday: Since we are at all-time highs, with no obvious indications of the next resistance level, the best I can do is look at the 100% Fibonacci extension from the November

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

Rutherford Portfolio Review (Tranche 2): 16 February 2024

February 18, 2024 By hedgehunter Leave a Comment

US Equities were basically flat on the week with the SPX closing down slightly although still near the center of the bullish trend channel: and with the performance of the broader based VTI Fund coming in around the middle of the pack for all major asset classes:

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

  • « Previous Page
  • 1
  • …
  • 9
  • 10
  • 11
  • 12
  • 13
  • …
  • 20
  • Next Page »

Meta Data

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

Search

Recent Posts

  • 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 3 September 7, 2013
  • Goofus vs. Gallant September 13, 2013
  • Index vs. Passive Investing September 14, 2013
  • Weekly Music Recommendation September 15, 2013

Recent Comments

  • Lowell Herr on Hawking Portfolio Review: 10 May, 2024
  • hedgehunter on Hawking Portfolio Review: 10 May, 2024
  • Lowell Herr on Hawking Portfolio Review: 10 May, 2024
  • Lowell Herr on Hawking Portfolio Review: 10 May, 2024
  • Lowell Herr on Bullish Percent Indicators: 2 May 2025
  • Lowell Herr on Schrodinger Portfolio Review: 11 April 2025
  • Lowell Herr on Bullish Percent Indicators: 11 April 2025
  • Lowell Herr on Schrodinger Portfolio Review: 3 March 2025
  • Lowell Herr on What Should I Do If I Sell My House or Come Into An Inheritance?
  • Stellaluna on Bullish Percent Indicators: 4 April 2025

Popular Posts

  • Schrodinger Portfolio Review: 3 March 2025
  • Bullish Percent Indicators: 4 April 2025
  • Moving Average Convergence/Divergence Indicator (MACD)
  • Schrodinger Portfolio Review: 11 April 2025
  • Buffett Indicator & Shiller PE Ratio
  • Bullish Percent Indicators: 11 April 2025
  • What Should I Do If I Sell My House or Come Into An…
  • Rutherford-Darwin Portfolio Review: 14 February 2025
  • Carson Sector BPI Portfolio Review: 14 February 2025
  • Carson Sector BPI Portfolio Review: 4 January 2024

General Investment News

Portfolios coming up for review.  Carson, Huygens, and Schrodinger 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

  • Occam’s Razor and Investing
  • The Feynman Study
  • The Feynman Study: Part 1
  • The Feynman Study: Part 3
  • Goofus vs. Gallant
  • Nine Critical Investment Decisions
  • Reviewing The Fundamentals of Investing
  • Serious Investors Benchmark Their Portfolio
  • Keep It Simple
  • Advisors Do Not Add Alpha
  • Retirement Planning Mistake #1

Log in | Website Design by BOING

 

Loading Comments...
 

You must be logged in to post a comment.