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You are here: Home / Archives for Portfolio Performance

Darwin Portfolio Review: 6 January 2023

January 9, 2023 By hedgehunter

The Darwin Portfolio is a relatively inert portfolio in that all assets in the portfolio quiver are held continuously (Buy-and-Hold) in allocations designed to keep the risk from each asset at defined levels as calculated from volatility measurements over time. Throughout most of 2022 I

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

Kahneman-Tversky Portfolio Review: 30 December, 2022

January 1, 2023 By hedgehunter

The Kahneman-Tversky Portfolio, that uses the simplest Dual Momentum (DM) model to select one asset from a basket of three, did not perform particularly well in 2022: closing down ~18.4% on the year. While this is slightly less than the ~20% drop in value

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

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