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You are here: Home / Archives for Portfolio Performance

Rutherford Portfolio Review (Tranche 2): 7 June 2024

June 8, 2024 By hedgehunter

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

Rutherford Portfolio Review (Tranche 1): 31 May 2024

June 4, 2024 By hedgehunter

Apologies for being late with this week’s review, I had an emergency and had to go out of town for the weekend and only returned late last night. Last week was not a great week for US equities with the S&P Index closing the

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

Rutherford Portfolio Review (Tranche 4): 24 May 2024

May 25, 2024 By hedgehunter

It was not a good week for US Equities as the S&P 500 Index banged it’s head against the 5300 barrier all week and closed ~0.2% lower than last weeks close: Prices are still in an uptrend channel and sitting near the all-time highs. It

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

Darwin Portfolio Review: 17 May, 2024

May 18, 2024 By hedgehunter

The Darwin Portfolio is an “All-Weather” Portfolio built from 5 ETFs representing diversification in 5 major asset classes. The portfolio also hold a ~10% allocation to “volatility” as an asset class providing even more diversification. Allocations in the 5 major asset classes are

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

Rutherford Portfolio Review (Tranche 3): 17 May 2024

May 18, 2024 By hedgehunter

It was a bullish week in US Equities with the S&P 500 Index (SPX) taking out previous all-time highs: Since price has closed outside the bearish regression trend channel, and taken out the prior highs, I have added a tentative new uptrend channel – although

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

Hawking Portfolio Review: 10 May, 2024

May 12, 2024 By hedgehunter

Since my last review of the Hawking Portfolio I have added positions in ACRE (Real Estate) and FSK (Business Development Organizations). Both were “falling knives” that I tried to catch, sometimes unsuccessfully (ACRES – that I will say a little more

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

Kahneman-Tversky Portfolio Review: 10 May, 2024

May 12, 2024 By hedgehunter

The Kahneman-Tversky (K-T) Portfolio is a simple Dual Momentum Portfolio using different lookback periods to measure momentum/relative strength in separate portions of the total portfolio. The Portfolio only has a choice of 3 assets from which to choose – VTI (US Equities), VEU (International Equities

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

Millikan Sector BPI Portfolio Review: 10 May 2024

May 11, 2024 By Lowell Herr

The Millikan Sector BPI portfolio is a continuation of support for this particular investing model.  This review includes nearly 1.5 years of data so it is not the youngest or the oldest Sector BPI portfolio.  Historical data is beginning

Filed Under: Millikan Portfolio, Portfolio Management, Portfolio Performance, Risk Management, Sector BPI Tagged With: Millikan Portfolio, Portfolio Management, Portfolio Performance

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