This week we focus on Tranche 1 of the Rutherford Portfolio, but first a look at recent performance: where we see that our conservative positions are holding steady with low volatility (and little progress in terms of returns). A reminder of current positions: shows that all tranches are currently “safely” invested in defensive positions in […]
Rutherford Portfolio Review (Tranche 2) – 22 November 2019
As I mentioned last week I am in the process of migrating the Rutherford Portfolio to the LRPC system. This week we will review/adjust Tranche 2 of the portfolio. But first let’s check recent performance:
Rutherford Portfolio Review (Tranche 1) – 11 October 2019
This week we review Tranche 1 of the 5-tranche Rutherford Portfolio. After a turbulent week in the US equity markets, with uncertainty over the outcome of the US-China trade talks, we check performance of the Rutherford: where we see that the overall performance of the portfolio (heavy red line) has been relatively muted despite the […]
Rutherford Portfolio: Back-Tests vs Tranche Real-Time
An ITA Wealth member recently asked the question as to how the Tranche system that I am using in my real-time weekly performance reviews (to demonstrate the importance/influence of Timing/Review Date luck) compares with the results of automated back-tests. Herb has kindly run a series of back-tests from the time that I started the Tranche […]
Rutherford Portfolio Review (Tranche 2) – 9 August 2019
This will be a short/quick review of the Rutherford Portfolio with a focus on Tranche 2. First a look at recent performance: That has held up quite well over the past week despite the selling introduced by stop loss orders. VTI and VNQ were both sold out of the portfolio, so holdings currently look like […]
TLT Hedge for Rutherford Portfolio
I don’t post many Option trades because I realize that these aren’t of interest to most ITA Wealth members but, as I mentioned in my earlier post (//itawealth.com/rutherford-portfolio-review-tranche-2-31-may-2019/), I am a little concerned about the recent exponential increase in the price of TLT (US Long Term Treasuries) and would like to protect my unrealized gains […]
Rutherford Portfolio Review (Tranche 1) – 18 April 2019
After a short trading week we review the 5-tranche Rutherford portfolio and look for possible adjustments in Tranche 1. But first, let’s remind ourselves of current holdings: Major holdings in Tranche 1 are in VWO, PCY, AGG and BIL (in lieu of Cash)- a fairly defensive selection of assets. So let’s check on how the […]
What Is The Origin of The Rutherford 10?
What is the origin of the Rutherford 10 portfolio? Using the category pull-down menu, it looks like the first Rutherford blog was posted on October 14 of 2014. While my memory is a bit sketchy, I think the selection of the ten ETFs goes back to a combination of recommendations from David Swensen’s book, […]
- 1
- 2
- 3
- 4
- Next Page »