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You are here: Home / Archives for Rutherford Portfolio

Rutherford Portfolio Review (Tranche 3): 29 November 2024

December 1, 2024 By hedgehunter Leave a Comment

It was a holiday-shortened week in the US equity markets but stocks followed the seasonal bullish trend often seen over the days going into Thanksgiving: The SPX (S&P 500 Index) was up ~1.4% from last week’s close and is sitting at 6032 and re-testing

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

Rutherford Portfolio Review (Tranche 4): 8 November 2024

November 9, 2024 By hedgehunter 3 Comments

As investors we have to ignore the polititians and focus on the impact of policy on the markets. Obviously, Trump’s victory is seen positively by the majority of investors as being good for the markets – at least for now. Last week I suggested that if

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

Rutherford Portfolio Review (Tranche 2): 25 October 2024

October 27, 2024 By hedgehunter 3 Comments

It was a relatively quiet week in the US Equity markets with the SPX (S&P500 Index) pulling back a little to retest the support/resistance zone at ~5800: We are still in an uptrend but must wait to see whether we

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

Rutherford Portfolio Review (Tranches 4 and 1): 18 October 2024

October 19, 2024 By hedgehunter Leave a Comment

Travelling back home after a ~6-week trip resulted in me not finding the time to review Tranche 4 of the Rutherford Portfolio last week – so I will review Tranche 4 as well as Tranche 1 this week so as to get

Filed Under: Uncategorized Tagged With: Rutherford Portfolio

Rutherford Portfolio Review (Tranche 3): 4 October 2024

October 6, 2024 By hedgehunter Leave a Comment

It was a rocky week until Friday when we saw a gap up in prices with the SPX (S&P 500 Index) closing higher on the week but still not breaking through the ~5790 resistance level:

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

Rutherford Portfolio Review (Tranche 2): 27 September 2024

September 28, 2024 By hedgehunter Leave a Comment

It was a relatively uneventful/quiet week in the US Equity markets with stocks showing a modest 0.5% gain on the week: While we are still near all-time highs in the SPX (S&P 500 Index) I see possible resistance around the 5790 level before seeing another

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

Rutherford Portfolio Review (Tranche 1): 20 September 2024

September 22, 2024 By hedgehunter 1 Comment

On Thursday the SPX (S&P 500 Index) broke through resistance to hit new all-time highs and confirm that the recent pullback was a mere “breather” in the current uptrend (higher highs and higher lows) that started in May – or even last November (depending on how one

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

Rutherford Portfolio Review (Tranche 3 and Tranche 4): 6 September and 13 September 2024

September 14, 2024 By hedgehunter

Due to the disruption in access to Yahoo price data, and the fact that I am presently travelling, I was not able to post a review of the Rutherford Portfolio last week so I will attempt to play catch-up this week. After a minor pull-back

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

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