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

Rutherford Portfolio Review (Tranche 1): 13 December 2024

December 14, 2024 By hedgehunter

Partial Remains of Hadrian’s Wall – a 73 Mile Fortress of the Roman Empire across the North of England US equity markets were quiet again this week remaining in consolidation mode around the 6100 level in the SPX (S&P 500 Index): Prices closed ~1% lower than last week’s close but Santa still has a couple […]

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Rutherford Portfolio Review (Tranche 2): 20 December 2024

December 21, 2024 By hedgehunter

Mr Powell seems to be the Grinch who stole Christmas and blocked Santa’s rally to the 6200 level. Investors did not react well to Mr Powell’s statements that there might only be two rate cuts next year and US markets dropped close to 4% following his comments before recovering some of this on Friday: However, […]

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Rutherford Portfolio Review: 27 December 2024

December 28, 2024 By hedgehunter

It was a rather uneventful week in the US Equity markets with relatively low volume as a consequence of the holidays. However, the SPX (S&P 500 Index) did manage to close the week ~0.5% higher than last week’s close despite a weak day on Friday: We are still in the middle of the uptrend channel […]

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

Rutherford Portfolio Review (Part 1 – Darwin): 3 January 2025

January 6, 2025 By hedgehunter

Although this post is titled “Rutherford Portfolio Review” it is not really a review of the portfolio that I have reported on in the past as I have (officially) closed that portfolio down in order to document how it is possible to manage relatively simple diversified portfolios in different ways. The appeal of a portfolio […]

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

Rutherford Portfolio Review (Part 2 – Options): 6 January 2025

January 8, 2025 By hedgehunter

After making a mandatory ~$20,000 withdrawal from the Rutherford Portfolio, that I had been managing using a strict momentum model, I was left with ~$70,000 for future investment. Going forward into 2025, and beyond, I plan to split these funds into 3 portions. In Part 1 of this series (https://itawealth.com/rutherford-portfolio-review-part-1-3-january-2025/), I outlined how I plan […]

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Rutherford-Darwin Portfolio Review – 10 January 2025

January 12, 2025 By hedgehunter

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 week. We are now sitting on that neckline support/resistance line that […]

Filed Under: Rutherford Portfolio, 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

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 of the uptrend channel last week we are now back well […]

Filed Under: Rutherford Portfolio, 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

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 Top” with prices back at all-time highs and potential resistance. Meanwhile, […]

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

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