ITA Wealth Management

  • Home
  • Blog
  • Guest Registration
  • Lifetime Member
  • Forum
  • Reset Password
  • Contact Me
  • About Me
You are here: Home / Archives for Portfolio Performance

Rutherford Portfolio Review (Tranche 2): 20 May 2022

May 21, 2022 By HedgeHunter Leave a Comment

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 […]

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

Rutherford Portfolio Review (Tranche 1): 13 May 2022

May 14, 2022 By HedgeHunter Leave a Comment

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 […]

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

Rutherford Portfolio Review (Tranche 5): 6 May 2022

May 8, 2022 By HedgeHunter 1 Comment

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 […]

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

Hawking Portfolio Review – 3 May 2022

May 6, 2022 By HedgeHunter Leave a Comment

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 […]

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

Kahneman-Tversky Portfolio Review: 29 April 2022

April 30, 2022 By HedgeHunter Leave a Comment

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 […]

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

Rutherford Portfolio Review (Tranche 4): 29 April 2022

April 30, 2022 By HedgeHunter Leave a Comment

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 […]

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

Rutherford Portfolio Review (Tranche 3): 22 April 2022

April 25, 2022 By HedgeHunter Leave a Comment

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 […]

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

Darwin Portfolio Review: 18 April 2022

April 22, 2022 By HedgeHunter 2 Comments

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 […]

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

  • 1
  • 2
  • 3
  • …
  • 6
  • Next Page »

Meta Data

  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org

Search

Recent Posts

  • Bullish Percent Indicators: 20 May 2022 May 21, 2022
  • Rutherford Portfolio Review (Tranche 2): 20 May 2022 May 21, 2022
  • How To Handle This Selloff: 18 May 2022 May 18, 2022
  • Copernicus Portfolio Update: 14 May 2022 May 16, 2022
  • Rutherford Portfolio Review (Tranche 1): 13 May 2022 May 14, 2022
  • McClintock Portfolio Review: 13 May 2022 May 13, 2022
  • Schrodinger Portfolio Review: 13 May 2022 May 13, 2022

Recent Comments

  • Nicholas Demopoulos on How To Handle This Selloff: 18 May 2022
  • Lowell Herr on How To Handle This Selloff: 18 May 2022
  • Richard Dougherty on How To Handle This Selloff: 18 May 2022
  • Lowell Herr on How To Handle This Selloff: 18 May 2022
  • Lowell Herr on Schrodinger Portfolio Review: 13 May 2022
  • HedgeHunter on Schrodinger Portfolio Review: 13 May 2022
  • HedgeHunter on Rutherford Portfolio Review (Tranche 5): 6 May 2022
  • HedgeHunter on Darwin Portfolio Review: 18 April 2022
  • Lowell Herr on Darwin Portfolio Review: 18 April 2022
  • Lowell Herr on Pauling Portfolio Review: 25 March 2022

Users Online

3 Users Online
Users: 3 Bots

Popular Posts

  • 2022 Guidelines for Relative Strength Portfolios
  • Hindsight is 2021 – A Year-End Retrospective and…
  • Preparing Investments for 2022
  • The True Cost of Management Fees
  • Response to Comments made by ITA member (John Shelton)
  • Investment Policy Statement: February 2022
  • Hawking Portfolio Review – 1 April 2022
  • Using Volatility as a Diversifier and a Portfolio Hedge
  • Rutherford Portfolio Review (Tranche 1): 8 April 2022
  • Dual Momentum Investing by Gary Antonacci

General Investment News

Portfolios coming up for review are:  Huygens and Galileo.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

Check the Forum for more detailed information.  If you wish to begin a financial discussion, use the Forum.

Contact me at itawealth@comcast.net if interested in a Lifetime Membership.  Long-time Platinum members are now Lifetime members and this blog is free to all who signup as a Guest.  A few blogs are reserved for Lifetime members.

Random Posts

  • Pauling Portfolio Review: 25 March 2022
  • Kahneman-Tversky Portfolio Review: 29 April 2022
  • Bullish Percent Indicators: 4 March 2022
  • Investing 101
  • Test Notification of New Blog Posts
  • Reviewing The Fundamentals of Investing
  • Gauss Portfolio Review: 13 April 2021
  • Absolute Acceleration
  • Gauss Portfolio Review: 16 November 2021
  • All You Need To Know About Investing On a 4 x 6 Card
  • Why Focus On Value and Momentum

Log in | Website Design by BOING