ITA Wealth Management

  • Home
  • Blog
    • How To Use ITA Blog
    • Golden Rule of Investing
    • Basic Investing Principles
  • Guest Registration
  • Forum
  • Reset Password
  • About Me
    • Archive
    • Contact
You are here: Home / Archives for Portfolio Performance

Hawking Portfolio Review: 5 June, 2024

July 14, 2024 By hedgehunter 5 Comments

The Hawking Portfolio is a High Yield “Income” portfolio that requires only a modest amount of attention other than to re-invest dividends so as to generate geometric “growth”. Since the portfolio generates ~$1,000 per month and I had over $3,000 sitting in cash I have

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

Rutherford Portfolio Review (Tranche 2): 5 July 2024

July 7, 2024 By hedgehunter Leave a Comment

Another bullish week in US Equity markets and another week with new all-time highs – the momentum continues: We finally broke through the ~5500 level in the SPX (S&P 5oo Index) that also corresponded to a ~50% extension of the prior

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

Kahneman-Tversky Portfolio Review: 3 July, 2024

July 3, 2024 By hedgehunter Leave a Comment

Last month I switched my position in the faster moving Tversky portion of this Dual Momentum portfolio to International equities (VEU) from US equities (VTI). This proved to be a poor move since VTI has outperformed VEU over the past month and, as we will see below

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

Rutherford Portfolio Review (Tranche 1): 28 June 2024

June 29, 2024 By hedgehunter Leave a Comment

US equities, as measured by the performance of the S&P 500 Index (SPX), closed the week slightly lower than last week’s close after consolidating sideways for most of the week and battling with the 5500 resistance level. Markets were weak on Friday as investors absorbed the potential

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

Rutherford Portfolio Review (Tranche 4): 21 June 2024

June 23, 2024 By hedgehunter Leave a Comment

US Equities hit new all-time highs again this week as the SPX (S&P 500 Index) continued in it’s upward trend: However, the index seemed to find resistance at the psychological 5500 “round” number level – so we will have to wait to see

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

Rutherford Portfolio Review (Tranche 3): 14 June 2024

June 16, 2024 By hedgehunter Leave a Comment

It was another bullish week in US equities with stocks continuing their slow climb to new highs: In terms of relative strength, compared with other major asset classes, US equities again came in close to the top of the list, although long term

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

Kahneman-Tversky Portfolio Review: 7 June, 2024

June 9, 2024 By hedgehunter Leave a Comment

The Kahneman-Tversky (K-T) Portfolio is a simple Dual Momentum Portfolio that is split between two lookback period options over which “momentum”, or Relative Strength, is measured. The Kahneman portion of the portfolio uses a single long-term lookback period of 252 trading days (12 months)

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

Rutherford Portfolio Review (Tranche 2): 7 June 2024

June 8, 2024 By hedgehunter Leave a Comment

US Equities continued their upward climb hitting new all-time highs during the week and closing ~1% higher than last week’s close: This again places US Equities near the top of the performance list of major asset classes: Commodities (DBC) and Gold (GLD) fell from

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

  • « Previous Page
  • 1
  • …
  • 3
  • 4
  • 5
  • 6
  • 7
  • …
  • 19
  • Next Page »

Meta Data

  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org

Search

Recent Posts

  • Schrodinger Portfolio Review: 21 August 2025 August 22, 2025
  • Huygens Portfolio Review: 19 August 2025 August 20, 2025
  • Copernicus Portfolio Review: 15 August 2025 August 15, 2025
  • Carson Sector BPI Portfolio Review: 7 August 2025 August 7, 2025
  • Dirac Portfolio Review: 4 August 2025 August 4, 2025
  • Copernicus Portfolio Review: 1 August 2025 August 2, 2025
  • Kepler CEF Portfolio Review: 28 July 2025 July 28, 2025

Recent Comments

  • Lowell Herr on Bullish Percent Indicators: 2 May 2025
  • Lowell Herr on Huygens Portfolio Review: 19 August 2025
  • BOB_P on Huygens Portfolio Review: 19 August 2025
  • Lowell Herr on What Should I Do If I Sell My House or Come Into An Inheritance?
  • Lowell Herr on Selecting Closed End Funds (CEFs)
  • Len Suelter on Selecting Closed End Funds (CEFs)
  • hedgehunter on Dirac Portfolio Review: 4 August 2025
  • hedgehunter on Dirac Portfolio Review: 4 August 2025
  • hedgehunter on Dirac Portfolio Review: 4 August 2025
  • Lowell Herr on Dirac Portfolio Review: 4 August 2025

Popular Posts

  • Selecting Closed End Funds (CEFs)
  • Hawking Portfolio Review: 14 July 2025
  • Buffett Indicator & Shiller PE Ratio
  • Schrodinger Portfolio Review: 20 June 2025
  • Selecting Closed-End-Funds
  • Bullish Percent Indicators: 2 May 2025
  • What Should I Do If I Sell My House or Come Into An…
  • Carson Sector BPI Portfolio Review: 18 July 2025
  • Bullish Percent Indicators: 17 April 2025
  • Bullish Percent Indicator: 30 May 2025

General Investment News

Portfolios coming up for review.  Bethe, Gauss, Millikan, and Einstein are the critical portfolios next up for review.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

Check the Forum for more detailed information.  If you wish to begin a financial discussion, use the Forum.

This blog is free to all who signup as a Guest.

Random Posts

  • Pauling Asset Allocation Portfolio Update: 28 September 2024
  • Kahneman-Tversky Portfolio Review: 7 July, 2023
  • Franklin Sector BPI Portfolio Review: 12 May 2023
  • Sector BPI Millikan Portfolio Update: 14 June 2024
  • Millikan Sector BPI Plus Portfolio Review: 8 September 2023
  • Rutherford Portfolio Review (Tranche 1): 3 May 2024
  • Bullish Percent Indicators: 4 April 2025
  • Gauss Portfolio Review: 28 May 2025
  • McClintock Portfolio Review: 22 January 2024
  • Rutherford Portfolio Review (Tranche 3): 8 September 2023
  • Rutherford-Darwin Portfolio Review: 21 February 2025

Log in | Website Design by BOING

 

Loading Comments...
 

You must be logged in to post a comment.