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You are here: Home / Archives for Portfolio Performance

Rutherford-Darwin Portfolio Review: 25 July 2025

July 27, 2025 By hedgehunter Leave a Comment

US equities continued their steady climb to new all-time highs this week with the SPX (S&P 500 Index) closing ~1.5% higher than last week’s Close: The next potential resistance level might come somewhere in the 6450-6500 range between the 1.236 Fibonacci extension level and the psychologically significant 6500 “round number”. From there we would wait […]

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

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, threats to institutions, and the […]

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

Hawking Portfolio Review: 1 August 2025

August 3, 2025 By hedgehunter Leave a Comment

Normally there is not a lot for me to say in my reviews of the Hawking Portfolio because I like to try to keep it as a low maintainance (close to Buy-And-Hold) portfolio that generates steady monthly income at a predicable 8-12% level. This is achieved through a selection of diversified Closed-End-Funds (CEFs) or ETFs.  […]

Filed Under: Hawking Portfolio, Portfolio Management, Portfolio Performance Tagged With: Close-End-Funds, Hawking Portfolio, Portfolio Management, Portfolio Performance

Rutherford-Darwin Portfolio Review: 4 August 2025

August 4, 2025 By hedgehunter Leave a Comment

After pushing to new all-time highs earlier in the week, the SPX (S&P 500 Index) hit resistance at ~6450 and pulled back on Friday, closing the week down ~2.4% from last week’s close. The MACD and RSI Indicators are both now sending bearish signals and we may be preparing to test support at ~6150 – […]

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

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

Rutherford-Darwin Portfolio Review: 8 August 2025

August 10, 2025 By hedgehunter Leave a Comment

After last week’s sell-off, US markets bounced back this week, closing ~2.5% higher than last week’s close and looking to retest the all-time highs at ~6450 in the SPX (S&P 500 Index):

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

Rutherford-Darwin Portfolio Review: 15 August 2025

August 18, 2025 By hedgehunter Leave a Comment

US equity markets remain bullish and at new all-times highs as they test an important potential resistance level at~6450 in the SPX (S&P 500 Index):

Filed Under: Darwin Portfolio, 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

Rutherford-Darwin Portfolio Review: 22 August 2025

August 25, 2025 By hedgehunter Leave a Comment

In reaction to the Fed’s indication of probable interest rate cuts in September, investors pushed the markets higher on Friday, but the SPX (S&P 500 Index) closed only slightly (~0.25%) higher than last week’s close and was not able to penetrate the ~6450 resistance level and/or reach new highs, and we remain in a sideways […]

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

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