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

Rutherford Portfolio Review (Tranche 3): 23 February 2024

February 25, 2024 By hedgehunter Leave a Comment

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

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

Rutherford Portfolio Review (Tranche 4): 1 March 2024

March 3, 2024 By hedgehunter Leave a Comment

US Equities continued their bullish climb over the past week and are still heading towards the 5200 level where we might expect to see a little resistance: In terms of relative strength VTI (representing US Equities) came in roughly the middle of the pack being outshone

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

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 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.

  • « Previous Page
  • 1
  • …
  • 10
  • 11
  • 12
  • 13
  • 14
  • …
  • 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
  • What Should I Do If I Sell My House or Come Into An…
  • Bullish Percent Indicators: 11 April 2025
  • 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.