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You are here: Home / Archives for Portfolio Management

Rutherford Portfolio Review (Tranche 1): 8 March 2024

March 10, 2024 By hedgehunter Leave a Comment

US Equities continue their climb towards the 5200 level but slowed down a little this week as they approach this potential resistance level: In fact, VTI (representing the US Equity markets) closed down slightly (~-0.2%) on the week and was the poorest performing ETF

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

Hawking Portfolio Review: 1 March, 2024

March 4, 2024 By hedgehunter 2 Comments

I have held off my review of the Hawking portfolio so as to log the month-end distributions for February. This Portfolio needs very little attention since it is essentially a “Buy and Hold” portfolio built on the purchase of high yield Closed-End Funds (CEFs) for income

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

Darwin Portfolio Review: 1 March, 2024

March 3, 2024 By hedgehunter Leave a Comment

The Darwin Portfolio differs from other portfolios that I review on this site since it is a more “classical” diversified portfolio that does not rely on momentum measurements but stays invested in the same assets at all times (see lower screenshot below). The only adjustments necessary are to

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

Kahneman-Tversky Portfolio Review: 1 March, 2024

March 3, 2024 By hedgehunter 2 Comments

It has been 3 months since I last posted a review of the Kahneman-Tversky (K-T) Portfolio since no adjustments have been called for. The K-T Portfolio is a simple Dual Momentum Portfolio that needs very little attention since we only

Filed Under: Kahneman-Tversky Portfolio, Portfolio Management, Portfolio Performance Tagged With: Kahneman-Tversky Portfolio, Portfolio Management, Portfolio Performance

Rutherford Portfolio Review (Tranche 4): 1 March 2024

March 3, 2024 By hedgehunter Leave a Comment

US Equities continued their bullish climb over the past week and are still heading towards the 5200 level where we might expect to see a little resistance: In terms of relative strength VTI (representing US Equities) came in roughly the middle of the pack being outshone

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

Bullish Percent Indicators: 1 March 2024

March 2, 2024 By Lowell Herr Leave a Comment

Based on BPI data for this week, it was a positive five days for U.S. Equities.  There were two exceptions among the eleven sectors, but overall it was a good week for stocks. Index BPI All indexes are bullish with exception of the DJIA and that is

Filed Under: Bullish Percent Indicators, Portfolio Management, Technical Indicators Tagged With: Bullish Percent Indicators, Portfolio Management

Rutherford Portfolio Review (Tranche 3): 23 February 2024

February 25, 2024 By hedgehunter Leave a Comment

It was another positive week for US equities with the S&P 500 Index hitting new highs after a shaky start to the week. At the end of the week US equities closed ~1.4% higher than last week’s close: Relative to other major asset classes US Equities came

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

Rutherford Portfolio Review (Tranche 2): 16 February 2024

February 18, 2024 By hedgehunter Leave a Comment

US Equities were basically flat on the week with the SPX closing down slightly although still near the center of the bullish trend channel: and with the performance of the broader based VTI Fund coming in around the middle of the pack for all major asset classes:

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

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