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You are here: Home / Archives for Darwin Portfolio

Rutherford-Darwin Portfolio – Restructuring the Management Plan Part 1: Outline of New Structure and Strategies to be Used

May 19, 2025 By hedgehunter 2 Comments

Over the years we have described a number of systems for portfolio construction and management that might be considered by anyone interested in spending a little time to manage their own money. These vary from very simple “Buy-and-Hold” portfolios, with fixed allocations – where risk is impacted

Filed Under: Darwin Portfolio, Portfolio Construction, Technical Indicators Tagged With: Darwin Portfolio, Portfolio Construction, Rutherford Portfolio, Technical Indicators

Rutherford-Darwin Portfolio Review: 7 March 2025

March 8, 2025 By hedgehunter Leave a Comment

It was a volatile week in the US Equity markets with the SPX (S&P 500 Index) closing down ~3% on the week once the dust had settled on Friday: Markets are looking a little weak here as we

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

Rutherford-Darwin Portfolio Review: 28 February 2025

March 2, 2025 By hedgehunter Leave a Comment

It was another volatile week in the US Equity markets with the bears beating the bulls by ~1%: with Friday’s bounce off the ~5840-5880 zone that is providing strong support we are back into the sideways consolidation channel that we have been in for the

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

Rutherford-Darwin Portfolio Review: 21 February 2025

February 24, 2025 By hedgehunter Leave a Comment

After hitting new all-time highs on Wednesday, US Equities collapsed on Friday with prices now sitting on the lower boundary of the longer-term uptrend channel: Thus, we remain in the choppy sideways consolidation range that we have been in for the past

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

Rutherford-Darwin Portfolio Review: 14 February 2025

February 16, 2025 By hedgehunter 7 Comments

It was another week of choppy sideways movement in US equities although the SPX did close higher by ~1.5% and close to the all-time highs that have been providing strong resistance over the past 3 months: However, we remain well within the bullish uptrend channel so

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

Rutherford-Darwin Portfolio Review: 7 February 2025

February 9, 2025 By hedgehunter Leave a Comment

Another rather volatile week in US equity markets with no clear indication of a short-term trend: ….. although we remain in the longer term uptrend channel that started last May. We have now been churning sideways for the past 3 months. US equities

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

Rutherford-Darwin Portfolio Review: 31 January 2025

February 1, 2025 By hedgehunter Leave a Comment

DeepSeek attempted to take US Equities (specifically tech stocks) to the Deep Six on Monday – but markets recovered mid week only to show weakness again on Friday: Overall, the SPX (S&P 500 Index) was down ~1% over last Friday’s close. However, we remain in

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

Rutherford-Darwin Portfolio Review: 17 January 2025

January 20, 2025 By hedgehunter 2 Comments

First, a look at the performance of US Equities over the past week shows that the initial weakness seen at the Open on Monday quickly turned around to see US Equities finish the week ~ 3% higher than last week’s close: After dropping out

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

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