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You are here: Home / Archives for Portfolio Performance

Rutherford Portfolio Review (Tranche 4): 19 July 2024

July 21, 2024 By hedgehunter

US Equities saw a (predictable?) pullback over the past week closing down ~2% from last week’s close: As suggested in last week’s post the 5680 level in the SPX (S&P 500 Index) proved to provided significant resistance and we bounced off this

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

Rutherford Portfolio Review (Tranche 3): 12 July 2024

July 14, 2024 By hedgehunter

US Equities continued their climb to new all-time highs again this week with the SPX (S&P 500 Index) closing the week ~0.9% higher than last week’s close: I am still anticipating that this ~5680 level will provide resistance although emotional reactions to the recent assassination attempt on Donald Trump may

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

Hawking Portfolio Review: 5 June, 2024

July 14, 2024 By hedgehunter

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

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

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

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

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

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

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