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You are here: Home / Archives for Portfolio Performance

Hawking Portfolio Review: 11 May, 2025

May 11, 2025 By hedgehunter

The Hawking “Income” Portfolio does not require an excess level of attention to manage – it is simply a matter of re-investing dividends/distributions as they become available. With the pullback in prices since the last review in January it has been possible to pick up new shares at lower prices that should help going forward […]

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

Rutherford-Darwin Portfolio Review: 9 May 2025

May 11, 2025 By hedgehunter

It was a quieter week in the US equity markets with the SPX closing slightly lower (~-0.4%) than last week’s close:

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

Rutherford-Darwin Portfolio Review: 2 May 2025

May 3, 2025 By hedgehunter

In last week’s review I stated that we were at an interesting level in the SPX (S&P 500 Index) as we were sitting at potential resistance and would have to wait to see whether this resistance held or whether we would see a push through it within the long term (March 2020 – February 2025) […]

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

Dirac Portfolio Review: 8 January 2025

April 27, 2025 By hedgehunter

I have sadly neglected the Dirac Portfolio after taking money out of the account for other purposes with the intention of rebuilding once the money was returned to the account. My intention was to invest in beaten down Funds (based on Z-Score calculations) but this plan was somewhat thwarted by the stong bull market through […]

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

Rutherford-Darwin Portfolio Review: 25 April 2025

April 27, 2025 By hedgehunter

It was a relatively positive week in the US Equity markets with the SPX (S&P 500) closing ~4.6% higher than last week’s close:

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

Rutherford-Darwin Portfolio Review: 17 April 2025

April 19, 2025 By hedgehunter

It was a “relatively” quiet week in the US equity markets ahead of the holiday weekend with the SPX (S&P 500 Index) closing down ~1.5% from last Friday’s close:

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

Rutherford-Darwin Portfolio Review: 11 April 2025

April 13, 2025 By hedgehunter

It was another crazy week in the US equity markets with the SPX (S&P 500 Index) closing the week ~5.7% higher than last week’s close:

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

Rutherford-Darwin Portfolio Review: 4 April 2025

April 7, 2025 By hedgehunter

It was a brutal week in just about all major markets with the SPX losing a little over 9% from last week’s close – most of this within the last 2 days of the week with concerns over the effects that tariffs might have on the cost of living and the economy generally:

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

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