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You are here: Home / Archives for Portfolio Performance

Sector BPI Portfolio Report: 27 November 2023

November 27, 2023 By Lowell Herr Leave a Comment

For some reason I keep thinking the Sector BPI model is close to two years old.  In fact, the Carson Sector BPI model was launched a little over a year ago.  A number of ITA portfolios held shares in Real Estate (VNQ) nearly from the very first

Filed Under: Portfolio Performance, Sector BPI Tagged With: Portfolio Performance, Sector BPI

Rutherford Portfolio Review (Tranche 2): 24 November 2023

November 26, 2023 By HedgeHunter Leave a Comment

It was a relatively quiet week in US markets as many investors celebrated Thanksgiving: The SPX is still sitting below the resistance zone at ~4600 that we really need to see broken before the recent uptrend channel can be considered sustainable. Most

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

Rutherford Portfolio Review (Tranche 1): 17 November 2023

November 19, 2023 By HedgeHunter Leave a Comment

After Tuesday’s strong breakout to the upside, US Equities calmed down into consolidation mode but ended the week up ~2.5% from last week’s close: I think we can say that we have broken out of the downtrend channel that we have experienced over the past

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

Rutherford Portfolio Review (Tranche 4): 10 November 2023

November 12, 2023 By HedgeHunter Leave a Comment

US equity markets started the week quietly but showed more volatility towards the end of the week closing up modestly from last week’s close: Although we closed slightly above resistance (and the prior high) at ~4400 we are still within the 2SD boundary of the downtrend channel

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

Rutherford Portfolio Review (Tranche 3): 3 November 2023

November 5, 2023 By HedgeHunter Leave a Comment

It was a very bullish week in the US Equity markets with the SPX (S&P 500 Index) closing up 5 days in a row and ~6% higher than last week’s close: We are now sitting at the top of the

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

Rutherford Portfolio Review (Tranche 2): 27 October 2023

October 29, 2023 By HedgeHunter Leave a Comment

It was a bad week for US equities with the SPX (S&P 500 Index) dropping over 2.5% from last week’s close: It has also now closed below the lower 2 Standard Deviation boundary of the early 2023 bullish uptrend channel (yellow line) and the 50%

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

Rutherford Portfolio Review (Tranche 1): 20 October 2023

October 21, 2023 By HedgeHunter Leave a Comment

It was a bad week for equities with the SPX (S&P 500 Index) dropping ~2.5% on the week: We are now back in the potential support zone (shaded area) near the prior pivot low at ~4200 and close to the bottom of the 2SD boundary of the

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

Rutherford Portfolio Review (Tranche 4): 13 October 2023

October 15, 2023 By HedgeHunter Leave a Comment

The week started with a continuation of the recovery bounce that we saw at the end of last week – but this was to be negated on Thursday and Friday with the earlier gains being given back and US equities closing the week only ~0.25%

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

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