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You are here: Home / Archives for Rutherford Portfolio

Rutherford Portfolio Review (Tranche 1): 15 November 2024

November 17, 2024 By hedgehunter

It seemed to be a week of reflection and re-evaluation in the US markets following last week’s strong positive reaction to the US elections. The US Equity markets pulled back ~2% on the week:

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Rutherford Portfolio Review (Tranche 4): 8 November 2024

November 9, 2024 By hedgehunter

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 we broke above the 5800 resistance zone in the […]

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Rutherford Portfolio Review (Tranche 2): 25 October 2024

October 27, 2024 By hedgehunter

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 bounce off the support/resistance zone or whether we pull back further towards the bottom of […]

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

October 19, 2024 By hedgehunter

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 back on schedule. Recent price movement in the S&P 500 Index (SPX) looks […]

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Rutherford Portfolio Review (Tranche 3): 4 October 2024

October 6, 2024 By hedgehunter

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: Relative to other major asset classes, US equities fared reasonably well: although Commodities was the clear winner, likely due to […]

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Rutherford Portfolio Review (Tranche 2): 27 September 2024

September 28, 2024 By hedgehunter

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 pullback/correction towards to lower portion of the current bullish trend […]

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Rutherford Portfolio Review (Tranche 1): 20 September 2024

September 22, 2024 By hedgehunter

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 defines a low pivot point/level): Compared to the […]

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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 last week it was a bullish week in US Equity […]

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

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