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You are here: Home / Archives for Portfolio Performance

Rutherford Portfolio Review (Tranche 3): 8 September 2023

September 10, 2023 By hedgehunter

It was a weak performance in the US equity markets after the Labor Day week-end with the SPX (S&P 500 Index) down ~1.5% from last week’s close: This leaves prices in a pendant pattern bounded by the upper 2 SD

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

Kahneman-Tversky Portfolio Review: 1 September, 2023

September 3, 2023 By hedgehunter

The Kahneman-Tversky (K-T) Portfolio is a simple Dual Momentum (DM) portfolio with a choice of only one ETF from a total of 3. It therefore requires very little time/effort to manage the portfolio. The only twist to this portfolio is that it is split into

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

Darwin Portfolio Review: 1 September 2023

September 3, 2023 By hedgehunter

The Darwin Portfolio is one of my portfolios that I don’t normally adjust too often. It holds 5 ETFs that represent 5 of the major asset classes and allocations are based on Risk Parity such that risk (as measured by volatility) is limited to 3% per

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

Rutherford Portfolio Review (Tranche 2): 1 September 2023

September 3, 2023 By hedgehunter

The past week was a bullish week for US equities: with SPX showing a  2.5% gain on the week. We have bounced nicely off the lower 1 SD boundary of the bullish channel and the 4300 support area and headed for the centre line

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

Rutherford Portfolio Review (Tranche 1): 25 August 2023

August 26, 2023 By hedgehunter

It was a rather confusing week in US equity markets with the SPX (S&P 500 Index) closing up ~0.8% over last week’s close: However, Thursday was a strong down day and it may be that the apparent early week strength was a bit of a

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

Rutherford Portfolio Review (Tranche 4): 18 August 2023

August 19, 2023 By hedgehunter

It was another week of poor performance in US equity markets, with a little relief coming later in the day on Friday: however, we have now crossed below the centre line of the bullish channel, testing the 61.8% Fibonnacci retracement line that could provide

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

Rutherford Portfolio Review (Tranche 3): 11 August 2023

August 12, 2023 By hedgehunter

US equities showed continued weakness as prices pulled back from the highs of 2 weeks ago: This weakness was reflected in other markets: with only US Real Estate showing gains on the week Holdings in the Rutherford Portfolio look like

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

Hawking Portfolio Review: 4 August 2023

August 6, 2023 By hedgehunter

The Hawking Portfolio is a “Buy-and Hold” Income generating portfolio built using Closed End Funds (CEFs) with high distributions. Usually, the only action required is to re-invest the dividends received so as to promote geometric growth. Current Holdings look like this: with performance like this: Over this ~30

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

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