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You are here: Home / Archives for Portfolio Management

Hawking Portfolio Review: 1 November, 2024

November 3, 2024 By hedgehunter

It has been three months since I last reviewed the Hawking Portfolio and it has continued to churn out over $1,000 per month in dividends/distributions. The portfolio is essentially a Buy-and-Hold portfolio, although some actions might be taken that could benefit the performance of the portfolio (see below for an example). Current holdings in the […]

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

Rutherford Portfolio Review (Tranche 2): 25 October 2024

October 27, 2024 By hedgehunter

It was a relatively quiet week in the US Equity markets with the SPX (S&P500 Index) pulling back a little to retest the support/resistance zone at ~5800: We are still in an uptrend but must wait to see whether we bounce off the support/resistance zone or whether we pull back further towards the bottom of […]

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

Rutherford Portfolio Review (Tranche 3): 4 October 2024

October 6, 2024 By hedgehunter

It was a rocky week until Friday when we saw a gap up in prices with the SPX (S&P 500 Index) closing higher on the week but still not breaking through the ~5790 resistance level: Relative to other major asset classes, US equities fared reasonably well: although Commodities was the clear winner, likely due to […]

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

Rutherford Portfolio Review (Tranche 2): 27 September 2024

September 28, 2024 By hedgehunter

It was a relatively uneventful/quiet week in the US Equity markets with stocks showing a modest 0.5% gain on the week: While we are still near all-time highs in the SPX (S&P 500 Index) I see possible resistance around the 5790 level before seeing another pullback/correction towards to lower portion of the current bullish trend […]

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

Rutherford Portfolio Review (Tranche 1): 20 September 2024

September 22, 2024 By hedgehunter

On Thursday the SPX (S&P 500 Index) broke through resistance to hit new all-time highs and confirm that the recent pullback was a mere “breather” in the current uptrend (higher highs and higher lows) that started in May – or even last November (depending on how one defines a low pivot point/level): Compared to the […]

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

Rutherford Portfolio Review (Tranche 3 and Tranche 4): 6 September and 13 September 2024

September 14, 2024 By hedgehunter

Due to the disruption in access to Yahoo price data, and the fact that I am presently travelling, I was not able to post a review of the Rutherford Portfolio last week so I will attempt to play catch-up this week. After a minor pull-back last week it was a bullish week in US Equity […]

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

Rutherford Portfolio Review (Tranche 2): 30 August 2024

September 2, 2024 By hedgehunter

It was a week of consolidation in the US Equity markets with prices trading in a narrow range in comparison with the volatility of the past 2 months: Prices are hovering at the resistance level of the all-time highs in the SPX (S&P 500 Index) and we must wait at least another week to see […]

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

Schrodinger Portfolio Review: 26 August 2024

August 26, 2024 By Lowell Herr

Schrodinger is the lone Robo Advisor portfolio or what Schwab calls, an Intelligent Portfolio.  In this review I will go over the current holdings, performance data, and risks involved.  ITA readers know that I advocate both security diversification as well as portfolio diversification.  In my opinion, every family should hold an Intelligent Portfolio.  If the […]

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

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