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You are here: Home / Archives for Portfolio Performance

Rutherford-Darwin Portfolio Review: 8 August 2025

August 10, 2025 By hedgehunter Leave a Comment

After last week’s sell-off, US markets bounced back this week, closing ~2.5% higher than last week’s close and looking to retest the all-time highs at ~6450 in the SPX (S&P 500 Index):

Filed Under: Darwin Portfolio, Options, Portfolio Performance, Risk Management, Rutherford Portfolio, Technical Indicators Tagged With: Darwin Portfolio, Options, Portfolio Management, Portfolio Performance, Risk Management, Rutherford Portfolio

Dirac Portfolio Review: 4 August 2025

August 4, 2025 By hedgehunter 4 Comments

Since my last review on 18 July I have made a few adjustments to the Dirac Portfolio especially as a result of last Friday’s weakness in the US equity markets – since this portfolio is totally focused on these markets:

Filed Under: Dirac Portfolio, Options, Portfolio Management, Portfolio Performance, Risk Management Tagged With: Dirac Portfolio, Options, Portfolio Management, Portfolio Performance, Risk Management

Rutherford-Darwin Portfolio Review: 4 August 2025

August 4, 2025 By hedgehunter Leave a Comment

After pushing to new all-time highs earlier in the week, the SPX (S&P 500 Index) hit resistance at ~6450 and pulled back on Friday, closing the week down ~2.4% from last week’s close. The MACD and RSI Indicators are both now sending bearish signals and we may be preparing to test support at ~6150 – […]

Filed Under: Darwin Portfolio, Options, Portfolio Management, Portfolio Performance, Rutherford Portfolio, Technical Indicators Tagged With: Darwin Portfolio, Options, Portfolio Management, Portfolio Performance, Rutherford Portfolio, Technical Indicators

Hawking Portfolio Review: 1 August 2025

August 3, 2025 By hedgehunter Leave a Comment

Normally there is not a lot for me to say in my reviews of the Hawking Portfolio because I like to try to keep it as a low maintainance (close to Buy-And-Hold) portfolio that generates steady monthly income at a predicable 8-12% level. This is achieved through a selection of diversified Closed-End-Funds (CEFs) or ETFs.  […]

Filed Under: Hawking Portfolio, Portfolio Management, Portfolio Performance Tagged With: Close-End-Funds, Hawking Portfolio, Portfolio Management, Portfolio Performance

Rutherford-Darwin Portfolio Review: 25 July 2025

July 27, 2025 By hedgehunter Leave a Comment

US equities continued their steady climb to new all-time highs this week with the SPX (S&P 500 Index) closing ~1.5% higher than last week’s Close: The next potential resistance level might come somewhere in the 6450-6500 range between the 1.236 Fibonacci extension level and the psychologically significant 6500 “round number”. From there we would wait […]

Filed Under: Darwin Portfolio, Options, Portfolio Management, Portfolio Performance, Risk Management, Rutherford Portfolio Tagged With: Darwin Portfolio, Options, Portfolio Management, Portfolio Performance, Risk Management, Rutherford Portfolio

Dirac Portfolio Review: 18 July 2025

July 21, 2025 By hedgehunter Leave a Comment

With Options in XLC (Communications) expiring on Friday (18 July) I made a few adjustments to the Portfolio:

Filed Under: Dirac Portfolio, Options, Portfolio Management, Portfolio Performance, Risk Management Tagged With: Dirac Portfolio, Options, Portfolio Management, Portfolio Performance, Risk Management

Rutherford-Darwin Portfolio Review: 18 July 2025

July 21, 2025 By hedgehunter Leave a Comment

It was another relatively quiet week in the US Equity markets except for a little nervousness on Wednesday with rumors that Fed Chairman Powell might be fired by the President for not lowering interest rates – but in the end the SPX (S&P 500 Index) closed the week ~0.7% higher than last week’s close:

Filed Under: Darwin Portfolio, Options, Portfolio Management, Portfolio Performance, Risk Management, Rutherford Portfolio Tagged With: Darwin Portfolio, Options, Portfolio Management, Portfolio Performance, Risk Management, Rutherford Portfolio

Hawking Portfolio Review: 14 July 2025

July 15, 2025 By hedgehunter 4 Comments

The Hawking Portfolio does not require a lot of attention as it is designed more as a Buy-And-Hold Portfolio to generate “Income” rather than to rely primarily on “growth” as required in more common equity portfolios.  Although there may be exceptions to this, depending on how closely an investor might choose to monitor his or […]

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

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