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You are here: Home / Archives for Portfolio Management

Rutherford-Darwin Portfolio Review: 20 June, 2025

June 22, 2025 By hedgehunter 2 Comments

It was a relatively quiet, short, trading week in the US equity markets with more consolidation below the ~6100 resistance level and the SPX closing down ~0.2% from last week’s Close:

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

Rutherford-Darwin Portfolio Review: 13 June, 2025

June 18, 2025 By hedgehunter Leave a Comment

US equities attempted to test the all-time high at ~6100 but volume was not strong and there was not enough conviction to break through this important resistance level with trend and momentum indicators (MACD and RSI) sending mixed signals:

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

Rutherford-Darwin Portfolio Review: 6 June, 2025

June 8, 2025 By hedgehunter 1 Comment

It was a predictable week in US equity markets with the SPX (S&P 500 Index) testing the psychologically important 6000 “round number” level:

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

Rutherford-Darwin Portfolio – Restructuring the Management Plan Part 2A: Asset Allocation and Risk Management

June 5, 2025 By hedgehunter Leave a Comment

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 […]

Filed Under: Rutherford Portfolio, Asset Allocation, Darwin Portfolio, Portfolio Management Tagged With: Asset Allocation, Darwin Portfolio, Portfolio Management, Rutherford Portfolio

Rutherford-Darwin Portfolio Review: 30 May 2025

June 2, 2025 By hedgehunter 3 Comments

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 […]

Filed Under: Rutherford Portfolio, Asset Allocation, Darwin Portfolio, Options, Portfolio Management, Portfolio Performance, Risk Management, Technical Indicators Tagged With: Darwin Portfolio, Options, Portfolio Management, Portfolio Performance, Risk Management, Rutherford Portfolio

Rutherford-Darwin Portfolio – Restructuring the Management Plan Part 3: Generating additional Income and Hedging

May 27, 2025 By hedgehunter Leave a Comment

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 […]

Filed Under: Rutherford Portfolio, Darwin Portfolio, Options, Portfolio Management, Technical Indicators Tagged With: Darwin Portfolio, Options, Portfolio Management, Rutherford Portfolio, Technical Indicators

Rutherford-Darwin Portfolio – Restructuring the Management Plan Part 2: Asset Allocation and Risk Management

May 21, 2025 By hedgehunter 3 Comments

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 […]

Filed Under: Rutherford Portfolio, Critical Material, Darwin Portfolio, Portfolio Management, Risk Management Tagged With: Darwin Portfolio, Portfolio Management, Risk Management, Risk Parity, Rutherford Portfolio

Closed End Funds (CEFs): 19 May 2025

May 19, 2025 By Lowell Herr 7 Comments

Have you been following the Hawking Portfolio?  If not, you may want to give a close looking to this unique approach to investing.  If income is of interest then investing in Closed End Funds (CEFs) is definitely an option.  Before launching into this management model I highly recommend investors first read Steven Bavaria’s book, The […]

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

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