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You are here: Home / Portfolio Management / Rutherford Portfolio Review (Tranche 4): 18 February 2022

Rutherford Portfolio Review (Tranche 4): 18 February 2022

February 21, 2022 By HedgeHunter

Rutherford Portfolio Review (Tranche 4): 18 February 2022 1

Archaeological Rock Formations, Burren Centre, Ireland

Apologies for being a little slow with this week’s review but I am in Mexico and have been having a few internet problems. However, we’ll start, as usual, with a look at the performance of US equities over the past week:

Rutherford Portfolio Review (Tranche 4): 18 February 2022 2Without having to adjust any of the “projection” lines on the chart we see that the market closed at around the 61.8% retracement levels from the recent pivot high at point C after a brief penetration through the potential support area. The overall picture hasn’t changed and we will have to wait and see whether we get a bounce towards the D3 level before a further decline to ~$400 (SPY).

Because of technical problems I don’t have my usual comparison with other asset classes, but from a check of performance in the Rutherford Portfolio:

Rutherford Portfolio Review (Tranche 4): 18 February 2022 3it is clear that other asset classes have outperformed US equities. In particular, Gold (GLD) had a strong week and was well represented in all tranches of the Rutherford:

Rutherford Portfolio Review (Tranche 4): 18 February 2022 4So we’ll check current rankings and recommendations from the BHS model:

Rutherford Portfolio Review (Tranche 4): 18 February 2022 5where the only Buy recommendations are for DBC (Commodities) and GLD.

Taking a look at the rotation graphs:

Rutherford Portfolio Review (Tranche 4): 18 February 2022 6we see very strong relative momentum in DBC and GLD with VWO not too far behind (re-enforcing last week’s recommendations).

A check of recommendations from the rotation model:

Rutherford Portfolio Review (Tranche 4): 18 February 2022 7suggests the addition of VWO and VEA to the recommendations of GLD and DBC from the BHS model. Consequently, I will use the available Cash in Tranche 4 (~$9,000) to add shares of VEA and VWO to the portfolio:

Rutherford Portfolio Review (Tranche 4): 18 February 2022 8

David

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

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