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You are here: Home / Archives for Portfolio Performance

Rutherford-Darwin Portfolio Review: 28 February 2025

March 2, 2025 By hedgehunter Leave a Comment

It was another volatile week in the US Equity markets with the bears beating the bulls by ~1%: with Friday’s bounce off the ~5840-5880 zone that is providing strong support we are back into the sideways consolidation channel that we have been in for the

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

Rutherford-Darwin Portfolio Review: 7 March 2025

March 8, 2025 By hedgehunter Leave a Comment

It was a volatile week in the US Equity markets with the SPX (S&P 500 Index) closing down ~3% on the week once the dust had settled on Friday: Markets are looking a little weak here as we

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

Bullish Percent Indicator: 30 May 2025

May 31, 2025 By Lowell Herr 2 Comments

It has been several weeks since I last posted Bullish Percent Indicator (BPI) data.  No changes were recommended during this period, but this week the Communications sector moved into the overbought zone.  Portfolios holding VOX were alerted to sell.  With a 75% bullish percentage

Filed Under: Bullish Percent Indicators, Portfolio Performance, Technical Indicators Tagged With: Bullish Percent Indicator

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

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

Hawking Portfolio Review: 14 July 2025

July 15, 2025 By hedgehunter 4 Comments

The Hawking Portfolio does not require a lot of attention as it is designed more as a Buy-And-Hold Portfolio to generate “Income” rather than to rely primarily on “growth” as required in more common equity portfolios.  Although there may be

Filed Under: Hawking Portfolio, Income, Portfolio Management, Portfolio Performance Tagged With: Hawking Portfolio, Income, Portfolio Management, Portfolio Performance

Copernicus Portfolio Review: 1 August 2025

August 2, 2025 By Lowell Herr 1 Comment

  I am pushing the Copernicus review ahead of schedule as I want to see what damage or impact Friday’s selloff had on this equity oriented portfolio.  Low unemployment numbers and the coming tariffs are roiling the U.S. Equities market.  I expect this to continue into next week.  Political uncertainty,

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

Dirac Portfolio Review: 4 August 2025

August 4, 2025 By hedgehunter 4 Comments

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:

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

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