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.