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You are here: Home / Portfolio Management / Rutherford Portfolio Review (Tranche 3) – 3 January 2020

Rutherford Portfolio Review (Tranche 3) – 3 January 2020

January 3, 2020 By HedgeHunter

Rutherford Portfolio Review (Tranche 3) – 3 January 2020 1

Iconic Dutch Windmills

To date, performance of the Rutherford Portfolio looks like this:

Rutherford Portfolio Review (Tranche 3) – 3 January 2020 2with strong performance over the past month or so as we’ve rotated into US Equities.

The first review of the Rutherford Portfolio in 2020 takes a look at Tranche 3:

Rutherford Portfolio Review (Tranche 3) – 3 January 2020 3that is currently holding positions in VTI (US Equities), VEA (International Developed Market Equities) and RWX (International Real Estate).

For the Rutherford Portfolio I am using the LRPC model with a VTI “target” cut-off filter. I will also hold up to a maximum of five ETFs in each tranche. Based on these criteria current rankings and recommendations look like this:

Rutherford Portfolio Review (Tranche 3) – 3 January 2020 4Although we have five ETFs qualified as possible Buy candidates (Score > 9), only VTI shows as a Buy recommendation due to its strong relative strength and my chosen option of using VTI as a target filter. This means that I will sell the shares of VEA (155) and RWX (164), currently held in Tranche 3 (even though they are still qualified assets for purchase based on their high Score ranking), and use the cash to add (~84 shares) to my existing position in VTI:

Rutherford Portfolio Review (Tranche 3) – 3 January 2020 5This will bring my total portfolio holdings in VTI up to 79%. I can’t say that I’m particularly comfortable with this, with VTI at/near all-time highs, but I’ll go along with the system with a TSLO in place at the suggested 4.2% level.

So those will be the adjustments to make on Monday.

David

 

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

Comments

  1. Lowell Herr says

    March 16, 2021 at 9:52 AM

    HedgeHunter et al.,

    For some reason, this post was caught up in something called Pitch. In order to move it out of that designation, I pressed the Publish button. It is over one year late and I still did not catch it as I do not use Pitch.

    Lowell

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