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You are here: Home / Archives for ITA Portfolios / Rutherford Portfolio

Rutherford Portfolio Review (Tranches 4 and 1): 18 October 2024

October 19, 2024 By hedgehunter

Travelling back home after a ~6-week trip resulted in me not finding the time to review Tranche 4 of the Rutherford Portfolio last week – so I will review Tranche 4 as well as Tranche 1 this week so as to get back on schedule. Recent price movement in the S&P 500 Index (SPX) looks […]

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Rutherford Portfolio Review (Tranche 2): 25 October 2024

October 27, 2024 By hedgehunter

It was a relatively quiet week in the US Equity markets with the SPX (S&P500 Index) pulling back a little to retest the support/resistance zone at ~5800: We are still in an uptrend but must wait to see whether we bounce off the support/resistance zone or whether we pull back further towards the bottom of […]

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

Rutherford Portfolio Review (Tranche 3): 1 November 2024

November 2, 2024 By hedgehunter

It was a disappointing week everywhere in the markets with all the major asset classes showing negative returns: US Equities were in the middle of the list with prices dropping through the 5800 support/resistance zone in the SPX (S&P 500 Index) and closing near the bottom of the bullish trend channel: This is normal trend […]

Filed Under: Rutherford Portfolio, Portfolio Management, Portfolio Performance

Rutherford Portfolio Review (Tranche 4): 8 November 2024

November 9, 2024 By hedgehunter

As investors we have to ignore the polititians and focus on the impact of policy on the markets. Obviously, Trump’s victory is seen positively by the majority of investors as being good for the markets – at least for now. Last week I suggested that if we broke above the 5800 resistance zone in the […]

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Rutherford Portfolio Review (Tranche 1): 15 November 2024

November 17, 2024 By hedgehunter

It seemed to be a week of reflection and re-evaluation in the US markets following last week’s strong positive reaction to the US elections. The US Equity markets pulled back ~2% on the week:

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

Rutherford Portfolio Review (Tranche 2): 22 November 2024

November 24, 2024 By hedgehunter

US equities recovered from last week’s pullback and bounced to test the 6000 level in the SPX (S&P 500 Index): Prices were up ~2% from last week’s close and this placed US Equities near the top of the asset classes in terms of relative oerformance, although beaten out of the top spots by Gold and […]

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Rutherford Portfolio Review (Tranche 3): 29 November 2024

December 1, 2024 By hedgehunter

It was a holiday-shortened week in the US equity markets but stocks followed the seasonal bullish trend often seen over the days going into Thanksgiving: The SPX (S&P 500 Index) was up ~1.4% from last week’s close and is sitting at 6032 and re-testing the psychologically significant 6000 resistance level. If Santa gives the market […]

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

Rutherford Portfolio Review (Tranche 4): 6 December 2024

December 9, 2024 By hedgehunter

It was a relatively quiet week in the US Equity markets but the SPX (S&P 500 Index) eased through the 6000 resistance level and edged slightly higher for yet another week, closing at ~6090: In terms of relative performance, US Equities (as represented by VTI) closed in the middle of the pack with Emerging Markets […]

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