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Rutherford Portfolio Review (Tranche 1): 13 May 2022

May 14, 2022 By HedgeHunter Leave a Comment

It was another losing week in the US equity markets with the S&P 500 closing the week ~2.4% lower: We broke below the 400 level briefly at the beginning of the week but closed the week essentially sitting right on this potential support level. From here I would favor a bounce to test the previous […]

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

Rutherford Portfolio Review (Tranche 5): 6 May 2022

May 8, 2022 By HedgeHunter 1 Comment

An unusually wide range week in US equities with the SPX trading in a 4050-4300 point (6%) range – but, at the end of the week, we closed down only ~0.25% from last week’s close: Nevertheless, we are still in the downtrend channel that I drew ~1 month ago and still looking to touch the […]

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

Hawking Portfolio Review – 3 May 2022

May 6, 2022 By HedgeHunter Leave a Comment

The Hawking Portfolio is an income generating portfolio of CEFs and requires very little management other than to re-invest the dividends in underweight funds so as to promote geometric growth. Dividend distributions for April are now in and the portfolio looks like this: With a little over $800 cash from dividend payments I will be […]

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

Kahneman-Tversky Portfolio Review: 29 April 2022

April 30, 2022 By HedgeHunter Leave a Comment

The Kahneman-Tversky is a Dual Momentum (DM) portfolio that is split into two portions – one using a long look-back (slow) period and one using a shorter term (fast) look-back periods to measure momentum. Performance over the past 16 months looks like this: and is underperforming the benchmark AOR fund as a result of using […]

Filed Under: Kahneman-Tversky Portfolio, Portfolio Management, Portfolio Performance Tagged With: Kahneman-Tversky Portfolio, Portfolio Management, Portfolio Performance

Rutherford Portfolio Review (Tranche 4): 29 April 2022

April 30, 2022 By HedgeHunter Leave a Comment

The 420 price level has been a strong and significant support level for SPY (representing US Equity markets) a number of times in the first four months of 2022: However, after an attempted bounce on Thursday, SPY sold off on Friday afternoon to close near the yearly lows and down almost 15% From the January […]

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

Rutherford Portfolio Review (Tranche 3): 22 April 2022

April 25, 2022 By HedgeHunter Leave a Comment

After looking like US equities were going to move higher at the beginning of the week we saw a sharp decline of ~4% over the last 2 days: We have now broken out of the uptrend channel and are back tracking the D3-D downtrend line that I drew 2 weeks ago. The next major potential […]

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

Darwin Portfolio Review: 18 April 2022

April 22, 2022 By HedgeHunter 2 Comments

My apologies for being a little slow with this month’s review of the Darwin Portfolio – I have been a little busy trying to get ready for the spinoff Options group. However, it isn’t too critical since I don’t intend to make any adjustments this month. The Darwin Portfolio is a small fully-invested portfolio that […]

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

Rutherford Portfolio Review (Tranche 1): 8 April 2022

April 9, 2022 By HedgeHunter Leave a Comment

As I suggested/predicted last week (although I don’t rely on my predictions for my investment accounts) we saw a pullback in the price of US Equities over the past week: Although we have not yet broken out of the uptrend channel as defined by the heavy Aqua (upper) and Red (lower) lines I have drawn […]

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

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