This week we focus on Tranche 1 of the Rutherford Portfolio, but first a look at recent performance: where we see that our conservative positions are holding steady with low volatility (and little progress in terms of returns). A reminder of current positions: shows that all tranches are currently “safely” invested in defensive positions in […]
Dirac Portfolio Review – 30 April 2020
Over the past month I have been re-populating the Dirac portfolio after the February sell-off. Unlike other portfolios, the Dirac is populated with individual stock rather than more broadly based ETFs. This results in more equity assets being identified as Buy candidates than we are seeing in other portfolios. At present, the portfolio looks like […]
Catching Up On Different Investing Models: 13 March 2020
It is a bit of a relief to see an up market this morning. Until Corvid-19 is brought under control, expect a volatile market. With this in mind, today seems like a good time to review a few different investing models. As I explained yesterday, I favor separating the family portfolio into sub-portfolios for several […]
Four Ways To Protect Capital
With this high market and the bull market as old as it is, capital preservation is on my mind. What steps might one take to preserve the gains over the last 11 to 12 years. In the New York Times it was reported this morning that the average household is now $800,000 richer than they […]
Income Oriented Investors: 21 January 2020
Income Oriented Investors It is not unusual for one to run into an investor who is motivated more by income than growth. While one rarely participates in both the growth and dividend worlds, there are some “blend” portfolios that tilt toward income while providing for some growth. Follow the portfolio shown below. There is no […]
Rutherford Portfolio Review (Tranche 2) – 22 November 2019
As I mentioned last week I am in the process of migrating the Rutherford Portfolio to the LRPC system. This week we will review/adjust Tranche 2 of the portfolio. But first let’s check recent performance:
Rutherford Portfolio Review (Tranche 1) – 11 October 2019
This week we review Tranche 1 of the 5-tranche Rutherford Portfolio. After a turbulent week in the US equity markets, with uncertainty over the outcome of the US-China trade talks, we check performance of the Rutherford: where we see that the overall performance of the portfolio (heavy red line) has been relatively muted despite the […]
Hawking Portfolio Review – 30 September 2019
The Hawking Portfolio is by far the most difficult portfolio to manage since it involves an assessment of over 200 assets narrowed down to a short list of ~80 assets comprising both Exchange Traded Funds (ETFs) and Closed End Funds (CEFs). The ETF portion of the portfolio looks primarily for growth while the CEF portion […]
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