Iconic Dutch Windmills
To date, performance of the Rutherford Portfolio looks like this:
with 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:
that 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:
Although 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:
This 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
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