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

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

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

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

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

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

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

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

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

  • Franklin Sector BPI Portfolio: 12 June 2026 June 12, 2026
  • Schrodinger Portfolio Review: 11 June 2026 June 11, 2026
  • Financial Repression Portfolio from ChatGPT June 9, 2026
  • Portfolio Diversification: 6 June 2026 June 6, 2026
  • McClintock Sector BPI Portfolio Update: 5 June 2026 June 5, 2026
  • Millikan Portfolio Review: 2 June 2026 June 2, 2026
  • Copernicus Portfolio Review: 26 May 2026 May 26, 2026

Recent Comments

  • Lowell Herr on Portfolio Diversification: 6 June 2026
  • William Tynes on Portfolio Diversification: 6 June 2026
  • Lowell Herr on Portfolio Diversification: 6 June 2026
  • William Tynes on Portfolio Diversification: 6 June 2026
  • Lee Cash on Financial Repression: Part 1
  • Lowell Herr on Financial Repression: Part 1
  • Lee Cash on Financial Repression: Part 1
  • Lowell Herr on Financial Repression: Part 1
  • Lee Cash on Financial Repression: Part 1
  • Lee Cash on Financial Repression: Part 1

Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • Financial Repression: Part 1
  • Franklin Sector BPI Portfolio Review: 20 March 2026
  • Franklin Sector BPI Portfolio Review: 14 April 2026
  • Portfolio Hedge: 27 March 2026
  • Carson Sector BPI Portfolio Review: 25 March 2026
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • Schrodinger Portfolio Update: 17 April 2026
  • Schrodinger Robo Advisor Portfolio Review: 23 March 2026
  • Portfolio Diversification: 6 June 2026

General Investment News

Portfolios coming up for review.  Kepler, Schrodinger, Bohr and Franklin 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

  • Rutherford Portfolio Review (Tranche 3): 12 July 2024
  • ITA Portfolios: Breaking The Models Into Groups
  • The Feynman Study: Part 3
  • Darwin Portfolio Review: 12 April, 2024
  • Bullish Percent Indicators: 24 November 2023
  • Schrodinger Portfolio Review: 15 March 2023
  • Bullish Percent Indicators: 27 January 2023
  • Recession: Will Equities Drop In The Next 18 Months?
  • Back Testing Issues: Remain Skeptical of Results
  • Millikan Portfolio Review: 13 January 2026
  • Franklin Sector BPI Portfolio Review: 12 May 2023

Log in | Website Design by BOING

Loading Comments...

You must be logged in to post a comment.