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 had this risk level set to a rather high level […]
Kahneman-Tversky Portfolio Review: 30 December, 2022
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 of US equities over the same period it does not beat […]
How Bad Was 2022?: 31 December 2022
As investors we know 2022 was a poor year, particularly for stocks or equities. Just how bad was it? The following performance table lays out the painful news. One does need to remember that 2021 was a stellar year so we need to accept the bad with the good.
Portfolio Performance: 22 December 2022
With this portfolio comparison data table a pattern is beginning to develop. It appears as if the better performing portfolios are those with long-range goals. That is the group at the top. Curie and Newton, if posted monthly, would also be in this group. It is interesting that each investing model contains at least one […]
Hawking Portfolio Review: 4 November, 2022
The Hawking is an “Income” portfolio based on the income generated from Closed-End-Funds (CEFs). Current holdings look like this:
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