This week we focus on possible adjustments that might be made in Tranche 1 of the Rutherford Portfolio.  As usual, a quick look at recent performance: where we see continued growth in portfolio value ahead of our benchmark VTTVX Fund. We next check on current holdings: where we see that Tranche 1 is holding positions […]

This week we will review the Rutherford Portfolio with a focus on Tranche 3.  This analysis can be compared with Lowell’s earlier post (https://itawealth.com/protecting-capital-using-rutherford-example/) using the same quiver of assets. First of all we check on recent performance: where we see the impact of last week’s weakness in the US equity markets. Checking holdings in […]

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 […]

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:

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 […]