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You are here: Home / Archives for Portfolio Performance

Darwin Portfolio Review: 2 June 2023

June 4, 2023 By HedgeHunter Leave a Comment

The Darwin Portfolio is an “All-Weather” portfolio with a dash of volatility. Performance to date (since lowering volatility target levels last November) looks like this: The large “jumps” correspond to periodic allocation adjustments to risk parity – but maybe the stacked chart is easier

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

Hawking Portfolio Review: 2 June 2023

June 4, 2023 By HedgeHunter Leave a Comment

The Hawking Portfolio continues to outperform the AOR benchmark Fund over the long term despite giving back a lot of it’s lead from the February highs: We are still trying to recover from the ~25% Draw-Down experienced in 2022. Current holdings look

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

Rutherford Portfolio Review (Tranche 1): 2 June 2023

June 3, 2023 By HedgeHunter Leave a Comment

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

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

Rutherford Portfolio Review (Tranche 5): 26 May 2023

May 28, 2023 By HedgeHunter 2 Comments

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

Rutherford Portfolio Review (Tranche 4): 19 May 2023

May 20, 2023 By HedgeHunter Leave a Comment

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

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

Hawking Portfolio Review: 12 May 2023

May 13, 2023 By HedgeHunter Leave a Comment

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

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

Kahneman-Tversky Portfolio Review: 8 May, 2023

May 13, 2023 By HedgeHunter Leave a Comment

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

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

Rutherford Portfolio Review (Tranche 3): 12 May 2023

May 13, 2023 By HedgeHunter Leave a Comment

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

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

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