ITA Wealth Management

  • Home
  • Blog
    • How To Use ITA Blog
    • Golden Rule of Investing
    • Basic Investing Principles
  • Guest Registration
  • Forum
  • Reset Password
  • About Me
    • Archive
    • Contact
You are here: Home / Archives for Rutherford Portfolio

Rutherford-Darwin Portfolio Review: 17 January 2025

January 20, 2025 By hedgehunter 2 Comments

First, a look at the performance of US Equities over the past week shows that the initial weakness seen at the Open on Monday quickly turned around to see US Equities finish the week ~ 3% higher than last week’s close: After dropping out

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

Rutherford-Darwin Portfolio Review – 10 January 2025

January 12, 2025 By hedgehunter 1 Comment

I will start this post with my usual weekly look at US Equity markets through the eyes of the S&P 500 Index (SPX): where we see that, after starting the week strongly on Monday, the markets deteriorated badly going into the end of the

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

Rutherford Portfolio Review (Part 2 – Options): 6 January 2025

January 8, 2025 By hedgehunter 3 Comments

After making a mandatory ~$20,000 withdrawal from the Rutherford Portfolio, that I had been managing using a strict momentum model, I was left with ~$70,000 for future investment. Going forward into 2025, and beyond, I plan to split these funds into 3 portions. In Part 1 of

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

Rutherford Portfolio Review (Part 1 – Darwin): 3 January 2025

January 6, 2025 By hedgehunter 1 Comment

Although this post is titled “Rutherford Portfolio Review” it is not really a review of the portfolio that I have reported on in the past as I have (officially) closed that portfolio down in order

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

Rutherford Portfolio Review: 27 December 2024

December 28, 2024 By hedgehunter Leave a Comment

It was a rather uneventful week in the US Equity markets with relatively low volume as a consequence of the holidays. However, the SPX (S&P 500 Index) did manage to close the week ~0.5% higher than last week’s close despite a

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

Rutherford Portfolio Review (Tranche 2): 20 December 2024

December 21, 2024 By hedgehunter Leave a Comment

Mr Powell seems to be the Grinch who stole Christmas and blocked Santa’s rally to the 6200 level. Investors did not react well to Mr Powell’s statements that there might only be two rate cuts next year and US markets dropped close to 4% following

Filed Under: Uncategorized Tagged With: Rutherford Portfolio

Rutherford Portfolio Review (Tranche 1): 13 December 2024

December 14, 2024 By hedgehunter Leave a Comment

Partial Remains of Hadrian’s Wall – a 73 Mile Fortress of the Roman Empire across the North of England US equity markets were quiet again this week remaining in consolidation mode around the 6100 level in the SPX (S&P 500 Index): Prices closed ~1% lower than last week’s close but

Filed Under: Uncategorized Tagged With: Rutherford Portfolio

Rutherford Portfolio Review (Tranche 4): 6 December 2024

December 9, 2024 By hedgehunter Leave a Comment

It was a relatively quiet week in the US Equity markets but the SPX (S&P 500 Index) eased through the 6000 resistance level and edged slightly higher for yet another week, closing at ~6090: In terms of relative performance, US

Filed Under: Uncategorized Tagged With: Rutherford Portfolio

  • « Previous Page
  • 1
  • 2
  • 3
  • 4
  • …
  • 14
  • Next Page »

Meta Data

  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org

Search

Recent Posts

  • McClintock Sector BPI Portfolio Review: 13 March 2026 March 13, 2026
  • Portfolio Hedging March 12, 2026
  • Copernicus Portfolio Review: 11 March 2026 March 11, 2026
  • Gauss Portfolio Review: 5 March 2026 March 5, 2026
  • Pauling Portfolio Review: 3 March 2026 March 3, 2026
  • Carson Portfolio Review: 26 February 2026 February 26, 2026
  • Schrodinger Portfolio Update: 24 February 2026 February 24, 2026

Recent Comments

  • Lowell Herr on McClintock Sector BPI Portfolio Review: 13 March 2026
  • Robert Warasila on McClintock Sector BPI Portfolio Review: 13 March 2026
  • Lowell Herr on McClintock Sector BPI Portfolio Review: 13 March 2026
  • Lowell Herr on Copernicus Portfolio Update: 12 February 2026
  • Lowell Herr on Bullish Percent Indicators: 21 November 2025
  • Lowell Herr on Beta: A Brief Description
  • Lowell Herr on McClintock Sector BPI Portfolio Update: 16 January 2026
  • Lowell Herr on Copernicus Portfolio Update: 15 January 2026
  • Lowell Herr on Millikan Portfolio Review: 13 January 2026
  • BOB_P on Millikan Portfolio Review: 13 January 2026

Popular Posts

  • Schrodinger Portfolio Review: 29 January 2026
  • Gifting a Grandchild
  • Darwin 2026: 2 January 2026
  • Millikan Portfolio Review: 13 January 2026
  • McClintock Sector BPI Portfolio Update: 16 January 2026
  • Beta: A Brief Description
  • Portfolio Hedging
  • Carson Sector BPI Portfolio Update: 30 December 2025
  • Beating the Dow With Bonds
  • Schrodinger Portfolio Update: 24 February 2026

General Investment News

Portfolios coming up for review.  Bethe, Copernicus and McClintock are the critical portfolios next up for review.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

Check the Forum for more detailed information.  If you wish to begin a financial discussion, use the Forum.

This blog is free to all who signup as a Guest.

Random Posts

  • Retirement Planning Mistake #4
  • Franklin Sector BPI Plus Update: 26 May 2023
  • Hawking Portfolio Review: 12 May 2023
  • Bethe Asset Allocation Portfolio Review: 25 February 2025
  • Rutherford Portfolio Review (Tranche 1): 28 June 2024
  • Constructing a “Core” Investment Portfolio : Part 2 – Buy And Hold with Periodic Adjustments
  • Bullish Percent Indicators: 23 June 2023
  • Rutherford Portfolio Review (Tranche 3): 1 December 2023
  • Rutherford Portfolio Review (Tranche 4): 24 May 2024
  • Schrodinger Portfolio Review: 11 April 2025
  • Rutherford Portfolio Review (Tranche 2): 9 June 2023

Log in | Website Design by BOING

 

Loading Comments...
 

You must be logged in to post a comment.