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You are here: Home / Archives for Rutherford Portfolio

Rutherford Portfolio Review (Tranche 2): 29 September 2023

September 30, 2023 By hedgehunter

Last week US equities closed at ~4320 and sitting at the top of a potential support zone (4150-4300). The question was whether we would see support at this level (and a bounce) or whether we would see a continuation of the short-term downtrend that we have been in for the past couple of months. The […]

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

Rutherford Portfolio Review (Tranche 1): 22 September 2023

September 24, 2023 By hedgehunter

We finally got that inevitable breakout from the pendant pattern that has been setting up for a month or so – resulting in a 3% downside move in US equities over the past week and leaving us sitting at ~4300 in the SPX (S&P 500 Index) and at the top of a potential support zone: […]

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

Rutherford Portfolio Review (Tranche 4): 15 September 2023

September 17, 2023 By hedgehunter

It was a relatively quiet week in US equity markets with the SPX (S&P 500 Index) closing down slightly on the week after an end of week selloff on Friday: This still leaves us within the boundaries of the pendant pattern defined by uptrend and downtrend channels with no clear indication of future market direction. […]

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

Rutherford Portfolio Review (Tranche 3): 8 September 2023

September 10, 2023 By hedgehunter

It was a weak performance in the US equity markets after the Labor Day week-end with the SPX (S&P 500 Index) down ~1.5% from last week’s close: This leaves prices in a pendant pattern bounded by the upper 2 SD boundary of the short-term bearish channel (blue line) and the lower 1 SD boundary of […]

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

Rutherford Portfolio Review (Tranche 2): 1 September 2023

September 3, 2023 By hedgehunter

The past week was a bullish week for US equities: with SPX showing a  2.5% gain on the week. We have bounced nicely off the lower 1 SD boundary of the bullish channel and the 4300 support area and headed for the centre line – that is encouraging. However, the bearish candles of the past […]

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

Rutherford Portfolio Review (Tranche 1): 25 August 2023

August 26, 2023 By hedgehunter

It was a rather confusing week in US equity markets with the SPX (S&P 500 Index) closing up ~0.8% over last week’s close: However, Thursday was a strong down day and it may be that the apparent early week strength was a bit of a “head fake”.  A bullish day on Friday following Thursday’s weakness […]

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

Rutherford Portfolio Review (Tranche 4): 18 August 2023

August 19, 2023 By hedgehunter

It was another week of poor performance in US equity markets, with a little relief coming later in the day on Friday: however, we have now crossed below the centre line of the bullish channel, testing the 61.8% Fibonnacci retracement line that could provide support, but may be preparing to test the lower boundary of […]

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

Rutherford Portfolio Review (Tranche 3): 11 August 2023

August 12, 2023 By hedgehunter

US equities showed continued weakness as prices pulled back from the highs of 2 weeks ago: This weakness was reflected in other markets: with only US Real Estate showing gains on the week Holdings in the Rutherford Portfolio look like this: with Tranche 3 (the focus of this week’s review) holding positions in VTI, VWO, […]

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

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