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You are here: Home / Archives for Portfolio Performance

Rutherford Portfolio Review (Tranche 4): 3 February 2023

February 4, 2023 By HedgeHunter Leave a Comment

US Equities had another strong week with the S&P 500 Index up close to 2% on the week and ~7.7% in the month from the closing price on 31 December 2022: We have now taken out the prior December high at 4100 and closed above this level – so we could tentatively call a valid […]

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

Rutherford Portfolio Review (Tranche 3): 27 January 2023

January 29, 2023 By HedgeHunter Leave a Comment

It was a bullish week for US equities with the SPX up over 2.6% on the week: and touching (but not closing above) the 4100 level that might indicate a reversal of the 2022 downtrend. In terms of relative strength, US equities outperformed all other major asset classes except for US Real estate: Current holdings […]

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

Rutherford Portfolio Review (Tranche 2): 20 January 2023

January 23, 2023 By HedgeHunter Leave a Comment

It’s the year of the Rabbit and we’re hopping around tentatively trying to find a direction for the markets in 2023: I’ve updated the trend channels in the above figure, since these are somewhat discretionary, but it is not clear whether we are still in a downtrend (sitting at the top of the downtrend channel) […]

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

Rutherford Portfolio Review (Tranche 1): 13 January 2023

January 15, 2023 By HedgeHunter Leave a Comment

It was a bullish week for US equities with the SPX (S&P 500 Index) up ~ 3% on the week: After retracing 50% from the Early December highs we have bounced and could be on our way to new highs at ~4400 if we can take out the previous high of 4100 that will likely […]

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

Hawking Portfolio Review: 10 January, 2023

January 11, 2023 By HedgeHunter Leave a Comment

The Hawking Portfolio is a Buy-and-Hold “Income” Portfolio built from Closed-End-Funds (CEFs) paying high yields (>8%) and, generally, selling at a discount (at least at the time of purchase). The composition of the current portfolio looks like this: with performance over the past 2 years looking like this: i.e. returns have stayed consistently ahead of […]

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

Kahneman-Tversky Portfolio Review: 9 January, 2023

January 10, 2023 By HedgeHunter Leave a Comment

We start off the New Year with the following picture of performance for the Kahneman-Tversky (K-T) Portfolio through 2022: The portfolio showed less volatility than the benchmark AOR Fund but returns were slightly lower with a ~16% draw-down on the year. This compares with a drop of ~19% in US equities over the same period. […]

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

Darwin Portfolio Review: 6 January 2023

January 9, 2023 By HedgeHunter Leave a Comment

The Darwin Portfolio is a relatively inert portfolio in that all assets in the portfolio quiver are held continuously (Buy-and-Hold) in allocations designed to keep the risk from each asset at defined levels as calculated from volatility measurements over time. Throughout most of 2022 I had this risk level set to a rather high level […]

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

Kahneman-Tversky Portfolio Review: 30 December, 2022

January 1, 2023 By HedgeHunter Leave a Comment

The Kahneman-Tversky Portfolio, that uses the simplest Dual Momentum (DM) model to select one asset from a basket of three, did not perform particularly well in 2022: closing down ~18.4% on the year. While this is slightly less than the ~20% drop in value of US equities over the same period it does not beat […]

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

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