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You are here: Home / Portfolio Management / Rutherford Portfolio Review (Tranche 5): 15 July 2022

Rutherford Portfolio Review (Tranche 5): 15 July 2022

July 17, 2022 By HedgeHunter Leave a Comment

Rutherford Portfolio Review (Tranche 5): 15 July 2022 1

Flower Market, Nuremburg, Germany

Although the week started off with sharp declines in the prices of US equities we ended the week with a bounce and an ending only ~1% lower than last week’s close:

Rutherford Portfolio Review (Tranche 5): 15 July 2022 2Prices are still sitting at the top of the downtrend channel and we will have wait to see whether we will see a breakout to the upside or a continuation of the downtrend.

In comparison with the performance of other asset classes we see that US Bonds were the strongest performing asset classes with positive returns and commodities continuing the weakness we have seen over the past 2 weeks:

Rutherford Portfolio Review (Tranche 5): 15 July 2022 3How this performance is reflected in the Rutherford Portfolio can be seen below:

Rutherford Portfolio Review (Tranche 5): 15 July 2022 4Recent returns are pretty much in line with those of the benchmark AOR fund despite the relatively high (35%) allocation to Cash:

Rutherford Portfolio Review (Tranche 5): 15 July 2022 5Checking on current rankings and recommendations from the BHS model:

Rutherford Portfolio Review (Tranche 5): 15 July 2022 6we see no Buy or Hold recommendations and not a lot of positive green signals anywhere other than for TLT. So let’s check the rotation graphs:

Rutherford Portfolio Review (Tranche 5): 15 July 2022 7where we see the weakness in most asset classes and confirmation of relative strength in TLT. However, this is not translating into a Buy recommendation even from the rotation model:

Rutherford Portfolio Review (Tranche 5): 15 July 2022 8Based on the above information I will be selling holdings in GLD and DBC in Tranche 5 (the focus of this week’s review) and, despite the fact that there are no Buy recommendations, rather than hold all proceeds in Cash I will be allocating 25% to TLT since the HA Charts are still looking reasonably positive:

Rutherford Portfolio Review (Tranche 5): 15 July 2022 9

David

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

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