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You are here: Home / Archives for Portfolio Performance

Rutherford-Darwin Portfolio Review: 16 May 2025

May 18, 2025 By hedgehunter Leave a Comment

It was a strong week in the US equity markets with the SPX (S&P 500 Index) closing the week a little over 5% higher than last week’s close:

Filed Under: Rutherford Portfolio, 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 9 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 I placed 2.5% Trailing Stop Loss Orders (TSLOs) under VOX in […]

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

Rutherford-Darwin Portfolio Review: 30 May 2025

June 2, 2025 By hedgehunter 3 Comments

This week I will go through the first full review of the Rutherford-Darwin Portfolio since the introduction of my new Management Plan ~ two weeks ago. This period has been devoted to setting up the portfolio to the point where I can review all the strategies to be employed in the construction and management of […]

Filed Under: Rutherford Portfolio, Asset Allocation, Darwin Portfolio, Options, Portfolio Management, Portfolio Performance, Risk Management, Technical Indicators Tagged With: Darwin Portfolio, Options, Portfolio Management, Portfolio Performance, Risk Management, Rutherford Portfolio

Rutherford-Darwin Portfolio Review: 6 June, 2025

June 8, 2025 By hedgehunter 1 Comment

It was a predictable week in US equity markets with the SPX (S&P 500 Index) testing the psychologically important 6000 “round number” level:

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

Rutherford-Darwin Portfolio Review: 13 June, 2025

June 18, 2025 By hedgehunter Leave a Comment

US equities attempted to test the all-time high at ~6100 but volume was not strong and there was not enough conviction to break through this important resistance level with trend and momentum indicators (MACD and RSI) sending mixed signals:

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

Rutherford-Darwin Portfolio Review: 20 June, 2025

June 22, 2025 By hedgehunter 2 Comments

It was a relatively quiet, short, trading week in the US equity markets with more consolidation below the ~6100 resistance level and the SPX closing down ~0.2% from last week’s Close:

Filed Under: Darwin Portfolio, Miscellaneous, Options, Portfolio Management, Portfolio Performance, Risk Management, Rutherford Portfolio, Technical Indicators Tagged With: Darwin Portfolio, Options, Portfolio Management, Portfolio Performance, Risk Management, Rutherford Portfolio, Technical Indicators

Kepler Portfolio Review: 24 June 2025

June 24, 2025 By Lowell Herr 2 Comments

Kepler is undergoing security changes as it has been under-performing for a long time.  The portfolio could wait until after the second quarter dividends are available, but I want to use this review as a reference to see how the different closed-end-funds (CEFs) perform before and after second quarter dividends.

Filed Under: Kepler Portfolio, Asset Allocation, Portfolio Construction, Portfolio Management, Portfolio Performance Tagged With: Kepler Portfolio

Rutherford-Darwin Portfolio Review: 27 June, 2025

June 29, 2025 By hedgehunter Leave a Comment

US Equities pushed higher this week, despite geopolitical uncertainties, and closed the week ~ 3.5% higher than last week’s close after testing the important 6100 level in the SPX (S&P 500 Index) and breaking out to new all-time highs:

Filed Under: Rutherford Portfolio, Asset Allocation, Darwin Portfolio, Options, Portfolio Management, Portfolio Performance, Risk Management, Technical Indicators Tagged With: Darwin Portfolio, Options, Portfolio Management, Portfolio Performance, Risk Management, Rutherford Portfolio, Technical Indicators

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