This week we focus on possible adjustments that might be made in Tranche 1 of the Rutherford Portfolio. As usual, a quick look at recent performance:
where we see continued growth in portfolio value ahead of our benchmark VTTVX Fund.
We next check on current holdings:
where we see that Tranche 1 is holding positions in VTI (US Equities) and VWO (Emerging Market Equities).
So we proceed to the Tranche sheet to check current rankings and recommendations:
and note that recommendations have not changed since last week and, using the LRPC model with VTI “target” filter, the recommendation is to Buy positions in VTI and VWO – the assets already held. No adjustments are therefore necessary this week.
With TSLOs in place portfolio risk is currently below 6%.