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You are here: Home / Archives for Portfolio Construction

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

Huygens Portfolio Review: 13 May 2025

May 14, 2025 By Lowell Herr Leave a Comment

Huygens is one of two portfolios using an expanded Asset Allocation (AA) management model.  The other is the computer managed Schrodinger or Schwab’s Intelligent Portfolio.  Over the past month the Huygens lost a bit of ground to its benchmark, the AOR security.  Most likely the AOR

Filed Under: Huygens Portfolio, Asset Allocation, Passive vs. Active, Portfolio Construction, Portfolio Management Tagged With: Huygens Portfolio, Portfolio Construction

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

Rutherford Portfolio Review (Part 2 – Options): 6 January 2025

January 8, 2025 By hedgehunter 3 Comments

After making a mandatory ~$20,000 withdrawal from the Rutherford Portfolio, that I had been managing using a strict momentum model, I was left with ~$70,000 for future investment. Going forward into 2025, and beyond, I plan to split these funds into 3 portions. In Part 1 of

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

Darwin Portfolio Review: 3 January 2025

January 6, 2025 By hedgehunter 2 Comments

I do not post a review of the Darwin Portfolio very often because I rarely adjust it and it behaves, for the most part, like a Buy-And-Hold Portfolio. The Portfolio holds a handful of ETFs covering different market segments to provide diversification and reduce overall portfolio volatility. Asset

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

Franklin Sector BPI Portfolio Review: 5 April 2024

April 5, 2024 By Lowell Herr Leave a Comment

Franklin is the Sector BPI portfolio up for review today even though no sectors are in the oversold zone and we sold off all overbought sectors.  The current holdings of Staples and Utilities are residing in the neutral zone.  Over $2,200 remains in cash so we need

Filed Under: Franklin Portfolio, ITA Portfolios, Portfolio Management, Sector BPI Tagged With: Franklin Portfolio, Portfolio Construction, Sector BPI

Reworking Pauling Portfolio: 20 November 2023

November 20, 2023 By Lowell Herr

Based on discussions found in the Comment section of the most recent BPI blog post, below is an investment quiver that may be the future of the Sector BPI Plus portfolios.  What I’ve done is to add eleven sector ETFs where these new eleven are equal-weight

Filed Under: Pauling Portfolio, Portfolio Construction Tagged With: Pauling Portfolio, Portfolio Construction

Franklin Sector BPI Update: 18 April 2023

April 18, 2023 By Lowell Herr

Franklin is one of four Sector BPI portfolios.  Perhaps I should title these portfolios, Sector BPI Plus as each now contains more than the eleven (11) sector ETFs in an effort to patch one of the potential holes in the Sector BPI hypothesis.  Past

Filed Under: Franklin Portfolio, Portfolio Construction, Sector BPI Tagged With: Franklin Portfolio, Portfolio Construction

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