It was another down week in US Equities with the S&P 500 Index closing down ~5% on the week despite trying to bounce off the 400 support level at the beginning of the week: We have now seen a 20% drop from the highs at the beginning of the year and are trying to decide […]
Rutherford Portfolio Review (Tranche 1): 13 May 2022
It was another losing week in the US equity markets with the S&P 500 closing the week ~2.4% lower: We broke below the 400 level briefly at the beginning of the week but closed the week essentially sitting right on this potential support level. From here I would favor a bounce to test the previous […]
Rutherford Portfolio Review (Tranche 5): 6 May 2022
An unusually wide range week in US equities with the SPX trading in a 4050-4300 point (6%) range – but, at the end of the week, we closed down only ~0.25% from last week’s close: Nevertheless, we are still in the downtrend channel that I drew ~1 month ago and still looking to touch the […]
Hawking Portfolio Review – 3 May 2022
The Hawking Portfolio is an income generating portfolio of CEFs and requires very little management other than to re-invest the dividends in underweight funds so as to promote geometric growth. Dividend distributions for April are now in and the portfolio looks like this: With a little over $800 cash from dividend payments I will be […]
Kahneman-Tversky Portfolio Review: 29 April 2022
The Kahneman-Tversky is a Dual Momentum (DM) portfolio that is split into two portions – one using a long look-back (slow) period and one using a shorter term (fast) look-back periods to measure momentum. Performance over the past 16 months looks like this: and is underperforming the benchmark AOR fund as a result of using […]
Rutherford Portfolio Review (Tranche 4): 29 April 2022
The 420 price level has been a strong and significant support level for SPY (representing US Equity markets) a number of times in the first four months of 2022: However, after an attempted bounce on Thursday, SPY sold off on Friday afternoon to close near the yearly lows and down almost 15% From the January […]
Rutherford Portfolio Review (Tranche 3): 22 April 2022
After looking like US equities were going to move higher at the beginning of the week we saw a sharp decline of ~4% over the last 2 days: We have now broken out of the uptrend channel and are back tracking the D3-D downtrend line that I drew 2 weeks ago. The next major potential […]
Darwin Portfolio Review: 18 April 2022
My apologies for being a little slow with this month’s review of the Darwin Portfolio – I have been a little busy trying to get ready for the spinoff Options group. However, it isn’t too critical since I don’t intend to make any adjustments this month. The Darwin Portfolio is a small fully-invested portfolio that […]
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