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You are here: Home / Archives for Portfolio Performance

Rutherford-Darwin Portfolio Review – 10 January 2025

January 12, 2025 By hedgehunter 1 Comment

I will start this post with my usual weekly look at US Equity markets through the eyes of the S&P 500 Index (SPX): where we see that, after starting the week strongly on Monday, the markets deteriorated badly going into the end of the

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

Rutherford-Darwin Portfolio Review: 17 January 2025

January 20, 2025 By hedgehunter 2 Comments

First, a look at the performance of US Equities over the past week shows that the initial weakness seen at the Open on Monday quickly turned around to see US Equities finish the week ~ 3% higher than last week’s close: After dropping out

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

Rutherford-Darwin Portfolio Review: 24 January 2025

January 25, 2025 By hedgehunter Leave a Comment

Another bullish week in US Equities with the SPX (S&P 500 Index) closing the week ~1.7% higher than last week’s Close  despite weakness on Friday: So much for the predictive powers of “Head and Shoulders” patterns – but wait – maybe it’s a “Double

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

Rutherford-Darwin Portfolio Review: 31 January 2025

February 1, 2025 By hedgehunter Leave a Comment

DeepSeek attempted to take US Equities (specifically tech stocks) to the Deep Six on Monday – but markets recovered mid week only to show weakness again on Friday: Overall, the SPX (S&P 500 Index) was down ~1% over last Friday’s close. However, we remain in

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

Schrodinger Portfolio Review: 6 February 2025

February 6, 2025 By Lowell Herr 8 Comments

Once more it is time to update the highly touted Schrodinger portfolio.  This account is a Schwab “Intelligent Portfolio” managed by computer.  I think of this style of portfolio as a Robo Advisor portfolio.  As an investor interested in setting up such an account, all one needs

Filed Under: Schrodinger Portfolio, Asset Allocation, Passive vs. Active, Portfolio Construction, Portfolio Management, Portfolio Performance Tagged With: Asset Allocation, Schrodinger Portfolio

Rutherford-Darwin Portfolio Review: 7 February 2025

February 9, 2025 By hedgehunter Leave a Comment

Another rather volatile week in US equity markets with no clear indication of a short-term trend: ….. although we remain in the longer term uptrend channel that started last May. We have now been churning sideways for the past 3 months. US equities

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

Rutherford-Darwin Portfolio Review: 14 February 2025

February 16, 2025 By hedgehunter 7 Comments

It was another week of choppy sideways movement in US equities although the SPX did close higher by ~1.5% and close to the all-time highs that have been providing strong resistance over the past 3 months: However, we remain well within the bullish uptrend channel so

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

Rutherford-Darwin Portfolio Review: 21 February 2025

February 24, 2025 By hedgehunter Leave a Comment

After hitting new all-time highs on Wednesday, US Equities collapsed on Friday with prices now sitting on the lower boundary of the longer-term uptrend channel: Thus, we remain in the choppy sideways consolidation range that we have been in for the past

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

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