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You are here: Home / Archives for Portfolio Management

Darwin Portfolio Review: 14 November 2025

November 16, 2025 By hedgehunter Leave a Comment

It was a fairly uneventful week in the US equity markets with the SPX (S&P 500 Index) still in a consolidation mode in the 6600-6900 zone and closing essentially unchanged on the week:

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

Darwin Portfolio Review: 7 November 2025

November 10, 2025 By hedgehunter Leave a Comment

US equities lost a little ground this week with the SPX (S&P 500 Index) closing ~2% lower than last week’s close:

Filed Under: Darwin Portfolio, Asset Allocation, Portfolio Management, Portfolio Performance, Risk Management Tagged With: Asset Allocation, Darwin Portfolio, Portfolio Management, Portfolio Performance

Darwin Portfolio Review: 31 October 2025

November 2, 2025 By hedgehunter Leave a Comment

US Equities reached new all-time highs again this week as the SPX (S&P 500 Index) closed the week ~0.7% higher than last week’s close: After hitting the new highs on Wednesday the markets sold off a little on higher than average volume on Thursday but the uptrend remains firmly in place.

Filed Under: Darwin Portfolio, Asset Allocation, Options, Portfolio Management, Portfolio Performance, Relative Strength, Risk Management Tagged With: Darwin Portfolio, Options, Portfolio Management, Portfolio Performance, Relative Strength, Risk Management, Risk Parity

Darwin Portfolio Review: 24 October 2025

October 26, 2025 By hedgehunter Leave a Comment

US Equities hit new all-time highs again this week with the SPX (S&P 500 Index) closing ~2% higher than last week’s close and butting it’s head against the 6800 level (previous highs ~2 weeks ago):

Filed Under: Darwin Portfolio, Options, Portfolio Management, Portfolio Performance, Risk Parity Tagged With: Darwin Portfolio, Options, Portfolio Management, Portfolio Performance, Risk Parity

Darwin Portfolio Review: 17 October 2025

October 20, 2025 By hedgehunter Leave a Comment

For readers that may have been wondering why they haven’t seen a review from me in a couple of weeks I apologize. I purchased a new computer two weeks ago and tried to move all my files to the new computer – but  something went badly wrong and, even though the files were backed up/syncronized […]

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

Hawking Portfolio Review: 3 October, 2025

October 5, 2025 By hedgehunter 1 Comment

It has been 3 months since I last reported on the performance of the Hawking Portfolio – basically because it is essentially a “Buy-And-Hold” portfolio of Closed-End-Funds (CEFs) that pay out high monthly distributions/dividends and requires very little attention. In my last review I outlined why it is sometimes difficult to analyze these funds since […]

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

Rutherford-Darwin Portfolio Review: 3 October 2025

October 5, 2025 By hedgehunter 1 Comment

Another bullish week in US equities with the SPX (S&P 500 Index) hitting more new all-time highs and closing the week a little over 1% higher than last week’s close:

Filed Under: Darwin Portfolio, Portfolio Management, Portfolio Performance, Risk Management, Technical Indicators Tagged With: Darwin Portfolio, Portfolio Management, Portfolio Performance, Risk Management, Technical Indicators

Rutherford-Darwin Portfolio Review: 26 September 2025

September 29, 2025 By hedgehunter Leave a Comment

This week saw a small ~0.25% pullback in US Equity markets (S&P 500 Index) but we are still consolidating at the ~6500 level:

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

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