As I have mentioned in recent reviews of the Rutherford Portfolio I have to take money out of this retirement account so, following last week’s review of Tranche 5, I have “retired” Tranche 5 and adjusted the other 4 tranches to $19,000 each – or a total portfolio value of $76,000. I will continue to […]
Rutherford Portfolio Review (Tranche 5): 26 May 2023
Rutherford Portfolio Review (Tranche 4): 19 May 2023
US equities showed strong performance over the past week – particularly in the last 2 days: and price seems to be moving nicely in the uptrend channel that began last October. However, although we seem to be through the 50% retracement line at ~4150 we have still not closed above the February high of ~4200 […]
Hawking Portfolio Review: 12 May 2023
The Hawking Portfolio is essentially a Buy-And-Hold “Income” Portfolio built from Closed-End-Funds. Normally. the only actions required are to re-invest dividends into the Funds so as to maximize the benefits of compounding. At present, the composition of the portfolio looks like this: I know this type of portfolio is out of favor with Lowell at […]
Kahneman-Tversky Portfolio Review: 8 May, 2023
I am a little slow posting this review as I analyzed/adjusted it last week. However, it’s a simple and slow moving portfolio so the tardiness is likely not too significant. Prior to the adjustments I was holding VEA (International Equities) in the Kahneman portion of the portfolio and Cash (SHY) in the Tversky portion and […]
Rutherford Portfolio Review (Tranche 3): 12 May 2023
US Equities continue to consolidate at ~4150 (the mid-level of last year’s range): with the SPX closing down slightly from last week’s close. Despite this, on a relative basis, US equities were close to the top of the performance list with no major asset classes showing positive returns on the week. So much for correlations […]
Darwin Portfolio Review: 5 May 2023
Adjustments to the Darwin Portfolio are not rigorously scheduled since they are designed to maintain Risk Parity, are usually minor, and I prefer to keep trading costs to a minimum. Here’s how the Portfolio has performed since I changed to a 3% per asset volatility risk target in November 2022: or, in stacked format: A […]
Rutherford Portfolio Review (Tranche 2): 5 May 2023
It was another relatively uneventful week in US Equities with the SPX (S&P 500 Index) continuing to bang it’s head against resistance at ~4150 and closing down slightly from last week’s close: It is still not clear where we go from here but volatility has picked up over the past 2 weeks so we may […]
- « Previous Page
- 1
- …
- 30
- 31
- 32
- 33
- 34
- …
- 37
- Next Page »








You must be logged in to post a comment.