It was a predictable week in US equity markets with the SPX (S&P 500 Index) testing the psychologically important 6000 “round number” level:
Rutherford-Darwin Portfolio – Restructuring the Management Plan Part 2A: Asset Allocation and Risk Management
In part 2 of this series of posts on how I intend to construct and manage the Rutherford-Darwin portfolio going forward (https://itawealth.com/rutherford-darwin-portfolio-restructuring-the-management-plan-part-2-asset-allocation-and-risk-management/ ) I outlined methods for allocating funds to the portfolio – on the assumption that the relationship between price and volatility was the same for all assets. In that post I analyzed the […]
Rutherford-Darwin Portfolio Review: 30 May 2025
This week I will go through the first full review of the Rutherford-Darwin Portfolio since the introduction of my new Management Plan ~ two weeks ago. This period has been devoted to setting up the portfolio to the point where I can review all the strategies to be employed in the construction and management of […]
Rutherford-Darwin Portfolio – Restructuring the Management Plan Part 3: Generating additional Income and Hedging
In Part 1 of this series of posts on how I intend to construct and manage the Rutherford-Darwin portfolio going forward I identified the nine ETFs that I would be using to populate the portfolio. I also indicated that, rather than holding all nine ETFs in a “Buy-and-Hold” portfolio that I would be selecting only […]
Rutherford-Darwin Portfolio – Restructuring the Management Plan Part 2: Asset Allocation and Risk Management
In part 1 of this series of posts on how I intend to construct and manage the Rutherford-Darwin portfolio going forward, I identified the nine ETFs that I would be using to populate the portfolio. I also indicated that, rather than holding all nine ETFs in a “Buy-and-Hold” portfolio that I would be selecting only […]
Rutherford-Darwin Portfolio – Restructuring the Management Plan Part 1: Outline of New Structure and Strategies to be Used
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 by the level of diversity and correlation between […]
Rutherford-Darwin Portfolio Review: 16 May 2025
It was a strong week in the US equity markets with the SPX (S&P 500 Index) closing the week a little over 5% higher than last week’s close:
Rutherford-Darwin Portfolio Review: 9 May 2025
It was a quieter week in the US equity markets with the SPX closing slightly lower (~-0.4%) than last week’s close:
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