Before I invest too much time in entering comparison data, is the following table something readers would find useful for the Carson portfolios? I have access to all the data through October of this year and I can generate a similar table for the Jensen Alpha data for each of the three portfolios. I removed […]
Hawking Portfolio Review – 31 August 2020
The Hawking Portfolio is a portfolio of Funds with diversification through “growth” objectives and “income” objectives. Let’s check on recent performance: where we see a relatively smooth equity curve with the portfolio nicely outperforming its VTTVX benchmark. So, let’s first check on the “growth” portion of the portfolio whose quiver is made up from 40 […]
Dirac Portfolio Review – 31 August 2020
I’m reviewing the Dirac Portfolio mid-day today so as to avoid severe overload of information as End-Of-Month (EOM) reviews become due. We’ll start with a quick look at the Dirac Portfolio quiver that is comprised of 40 stocks (rather than ETFs) that are considered for inclusion in the portfolio: At the present time the portfolio […]
Rutherford Portfolio Review (Tranche 1) – 21 August 2020
This week we focus on possible adjustments that might be made in Tranche 1 of the Rutherford Portfolio. As usual, a quick look at recent performance: where we see continued growth in portfolio value ahead of our benchmark VTTVX Fund. We next check on current holdings: where we see that Tranche 1 is holding positions […]
Dirac Portfolio Review – 31 July 2020
The Dirac is the most aggressive portfolio reviewed on this site being composed of single stocks rather than ETFs. So, let’s take a look at performance to date: where we see a significant out-performance of our benchmark SPY (S&P 500) Index with the portfolio up over 20% YTD despite the March pullback. Let’s remind ourselves […]
Rutherford Portfolio Review (Tranche 3) – 26 June 2020
This week we will review the Rutherford Portfolio with a focus on Tranche 3. This analysis can be compared with Lowell’s earlier post (https://itawealth.com/protecting-capital-using-rutherford-example/) using the same quiver of assets. First of all we check on recent performance: where we see the impact of last week’s weakness in the US equity markets. Checking holdings in […]
Rutherford Portfolio Review (Tranche 1) – 8 May 2020
This week we focus on Tranche 1 of the Rutherford Portfolio, but first a look at recent performance: where we see that our conservative positions are holding steady with low volatility (and little progress in terms of returns). A reminder of current positions: shows that all tranches are currently “safely” invested in defensive positions in […]
Dirac Portfolio Review – 30 April 2020
Over the past month I have been re-populating the Dirac portfolio after the February sell-off. Unlike other portfolios, the Dirac is populated with individual stock rather than more broadly based ETFs. This results in more equity assets being identified as Buy candidates than we are seeing in other portfolios. At present, the portfolio looks like […]
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