{"id":55024,"date":"2025-01-29T07:43:05","date_gmt":"2025-01-29T07:43:05","guid":{"rendered":"https:\/\/peraltafinancing.com\/business\/investing\/rutherford-darwin-portfolio-review-24-january-2025\/"},"modified":"2025-01-29T07:43:05","modified_gmt":"2025-01-29T07:43:05","slug":"rutherford-darwin-portfolio-review-24-january-2025","status":"publish","type":"post","link":"https:\/\/fivemor.com\/?p=55024","title":{"rendered":"Rutherford-Darwin Portfolio Review: 24 January 2025"},"content":{"rendered":"


\n<\/p>\n

\n
\"Rutherford-Darwin<\/p>\n

Environs of Edinburgh from the Castle<\/em><\/p>\n<\/div>\n

Another bullish week in US Equities with the SPX (S&P 500 Index) closing the week ~1.7% higher than last week\u2019s Close\u00a0 despite weakness on Friday:<\/p>\n

\"Rutherford-DarwinSo much for the predictive powers of \u201cHead and Shoulders\u201d patterns \u2013 but wait \u2013 maybe it\u2019s a \u201cDouble Top\u201d with prices back at all-time highs and potential resistance. Meanwhile, back well within the boundaries of the uptrend channel \u2013 the \u201cHead and Shoulders\u201d was more like a head fake \ud83d\ude42 .<\/p>\n

US Equities was not the strongest asset class however:<\/p>\n

\"Rutherford-Darwinwith International Equities (EFA and EEM) outperforming SPY. Volatility also dropped as equities gained strength (thus generating profits in SVXY, the inverse volatility ETF in the quiver). Oil was the big loser this week \u2013 so I shall be watching that closely next week.<\/p>\n

As I indicated last week I added 75 shares of BIL to the \u201crisk-free\u201d portion of the portfolio \u2013 so returns from this ~$50,000, over the 3 weeks since inception, now stands at $144.<\/p>\n

The Darwin Portion of the portfolio \u2013 a \u201cBuy-And-Hold\u201d allocation of funds in all assets in the \u201cquiver\u201d looks like this:<\/p>\n

\"Rutherford-Darwinwith a 28% IRR (not real until we have ~ 12 months of data) and 8.2% volatility. This volatility, like the IRR, will change and settle down over time \u2013 but it is reassuring to see that it will likely settle below the 10% target that I am aiming for.<\/p>\n

Graphically, performance looks like this:<\/p>\n

\"Rutherford-Darwinwith the ~$10,000 portfolio generating $172 since inception.<\/p>\n

Then there\u2019s the scary Options portion of the portfolio:<\/p>\n

\"Rutherford-Darwin that has calmed down slightly (heavy red line) after a few adjustments (activities 21 Jan \u2013 24 Jan) where I closed out of the short (Put) positions in EFA, SVXY, SPY, VNQ and EEM and reversed to long (Call) positions in SPLG (change from SPY), EFA and EEM. I am presently not holding any positions in SVXY or VNQ:<\/p>\n

\"Rutherford-DarwinI am now closer to being where I am comfortable and, even with (measured) volatility at 106% and IRR at a horrible (unreal) -98%, and this portion of the portfolio being down ~$2,300, to date I am not too concerned. It would probably have been smarter to wait for entry set-ups for each ETF rather than populating the whole portfolio at the start \u2013 but I wanted to get the show going and suffered that \u201ctiming\u201d luck that usually hits us when we do something like that. On the other hand, we can\u2019t wait forever for the entry signals \u2013 as I have done for the Dirac Portfolio \u2013 and missed out on good profits over the past year. We have to \u201cpull the trigger\u201d sometime \u2013 and trust that we can adjust without too much harm if we are wrong.<\/p>\n

Putting everything together, performance of the total Rutherford-Darwin Portfolio looks like this:<\/p>\n

\"Rutherford-Darwinwith volatility at 13.2% after 3 weeks \u2013 a very acceptable level of overall volatility (green line).<\/p>\n

\u00a0<\/p>\n

\u00a0<\/p>\n

(Visited 18 times, 2 visits today)<\/p>\n

\n

Like this:<\/h3>\n

Like<\/span><\/span> Loading…<\/span><\/p>\n

<\/div>\n

\n
\n
\n

Discover more from ITA Wealth Management<\/h3>\n

Subscribe to get the latest posts sent to your email.<\/p>\n<\/div>\n<\/div>\n<\/div>\n\n","protected":false},"excerpt":{"rendered":"

Environs of Edinburgh from the Castle Another bullish week in US Equities with the SPX (S&P 500 Index) closing the week ~1.7% higher than last week\u2019s Close\u00a0 despite weakness on Friday: So much for the predictive powers of \u201cHead and Shoulders\u201d patterns \u2013 but wait \u2013 maybe it\u2019s a \u201cDouble Top\u201d with prices back at […]<\/p>\n","protected":false},"author":1,"featured_media":55025,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[96],"tags":[3805,9162,3749,18706],"dealstore":[],"offerexpiration":[],"class_list":["post-55024","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-investing","tag-january","tag-portfolio","tag-review","tag-rutherforddarwin"],"yoast_head":"\nRutherford-Darwin Portfolio Review: 24 January 2025 - Som2ny Network<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/fivemor.com\/?p=55024\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Rutherford-Darwin Portfolio Review: 24 January 2025 - Som2ny Network\" \/>\n<meta property=\"og:description\" content=\"Environs of Edinburgh from the Castle Another bullish week in US Equities with the SPX (S&P 500 Index) closing the week ~1.7% higher than last week\u2019s Close\u00a0 despite weakness on Friday: So much for the predictive powers of \u201cHead and Shoulders\u201d patterns \u2013 but wait \u2013 maybe it\u2019s a \u201cDouble Top\u201d with prices back at […]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/fivemor.com\/?p=55024\" \/>\n<meta property=\"og:site_name\" content=\"Som2ny Network\" \/>\n<meta property=\"article:published_time\" content=\"2025-01-29T07:43:05+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/01\/Edinburgh_4-1024x665.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1024\" \/>\n\t<meta property=\"og:image:height\" content=\"665\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"admin\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"admin\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/fivemor.com\/?p=55024#article\",\"isPartOf\":{\"@id\":\"https:\/\/fivemor.com\/?p=55024\"},\"author\":{\"name\":\"admin\",\"@id\":\"https:\/\/fivemor.com\/#\/schema\/person\/b85e3c3dc0e1daea076524dc8810c371\"},\"headline\":\"Rutherford-Darwin Portfolio Review: 24 January 2025\",\"datePublished\":\"2025-01-29T07:43:05+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/fivemor.com\/?p=55024\"},\"wordCount\":494,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\/\/fivemor.com\/#organization\"},\"image\":{\"@id\":\"https:\/\/fivemor.com\/?p=55024#primaryimage\"},\"thumbnailUrl\":\"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/01\/Edinburgh_4-1024x665.jpg\",\"keywords\":[\"January\",\"Portfolio\",\"review\",\"RutherfordDarwin\"],\"articleSection\":[\"Investing\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/fivemor.com\/?p=55024#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/fivemor.com\/?p=55024\",\"url\":\"https:\/\/fivemor.com\/?p=55024\",\"name\":\"Rutherford-Darwin Portfolio Review: 24 January 2025 - Som2ny Network\",\"isPartOf\":{\"@id\":\"https:\/\/fivemor.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/fivemor.com\/?p=55024#primaryimage\"},\"image\":{\"@id\":\"https:\/\/fivemor.com\/?p=55024#primaryimage\"},\"thumbnailUrl\":\"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/01\/Edinburgh_4-1024x665.jpg\",\"datePublished\":\"2025-01-29T07:43:05+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/fivemor.com\/?p=55024#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/fivemor.com\/?p=55024\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/fivemor.com\/?p=55024#primaryimage\",\"url\":\"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/01\/Edinburgh_4-1024x665.jpg\",\"contentUrl\":\"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/01\/Edinburgh_4-1024x665.jpg\",\"width\":1024,\"height\":665},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/fivemor.com\/?p=55024#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/fivemor.com\/?bp_activities=1\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Rutherford-Darwin Portfolio Review: 24 January 2025\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/fivemor.com\/#website\",\"url\":\"https:\/\/fivemor.com\/\",\"name\":\"Som2ny Network\",\"description\":\"Daily Deals\",\"publisher\":{\"@id\":\"https:\/\/fivemor.com\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/fivemor.com\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/fivemor.com\/#organization\",\"name\":\"Som2ny Network\",\"url\":\"https:\/\/fivemor.com\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/fivemor.com\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/fivemor.com\/wp-content\/uploads\/2026\/07\/4a0953c4-logo-300x86-1.png\",\"contentUrl\":\"https:\/\/fivemor.com\/wp-content\/uploads\/2026\/07\/4a0953c4-logo-300x86-1.png\",\"width\":300,\"height\":86,\"caption\":\"Som2ny Network\"},\"image\":{\"@id\":\"https:\/\/fivemor.com\/#\/schema\/logo\/image\/\"}},{\"@type\":\"Person\",\"@id\":\"https:\/\/fivemor.com\/#\/schema\/person\/b85e3c3dc0e1daea076524dc8810c371\",\"name\":\"admin\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/fivemor.com\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/729ae85bf62b9917e93538db2f2688ca?s=96&r=g&default=https%3A%2F%2Ffivemor.com%2Fwp-content%2Fplugins%2Fbuddypress-first-letter-avatar%2Fimages%2Fdefault%2F96%2Flatin_a.png\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/729ae85bf62b9917e93538db2f2688ca?s=96&r=g&default=https%3A%2F%2Ffivemor.com%2Fwp-content%2Fplugins%2Fbuddypress-first-letter-avatar%2Fimages%2Fdefault%2F96%2Flatin_a.png\",\"caption\":\"admin\"},\"sameAs\":[\"https:\/\/fivemor.com\"],\"url\":\"https:\/\/fivemor.com\/?author=1\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Rutherford-Darwin Portfolio Review: 24 January 2025 - Som2ny Network","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/fivemor.com\/?p=55024","og_locale":"en_US","og_type":"article","og_title":"Rutherford-Darwin Portfolio Review: 24 January 2025 - Som2ny Network","og_description":"Environs of Edinburgh from the Castle Another bullish week in US Equities with the SPX (S&P 500 Index) closing the week ~1.7% higher than last week\u2019s Close\u00a0 despite weakness on Friday: So much for the predictive powers of \u201cHead and Shoulders\u201d patterns \u2013 but wait \u2013 maybe it\u2019s a \u201cDouble Top\u201d with prices back at […]","og_url":"https:\/\/fivemor.com\/?p=55024","og_site_name":"Som2ny Network","article_published_time":"2025-01-29T07:43:05+00:00","og_image":[{"width":1024,"height":665,"url":"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/01\/Edinburgh_4-1024x665.jpg","type":"image\/jpeg"}],"author":"admin","twitter_card":"summary_large_image","twitter_misc":{"Written by":"admin","Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/fivemor.com\/?p=55024#article","isPartOf":{"@id":"https:\/\/fivemor.com\/?p=55024"},"author":{"name":"admin","@id":"https:\/\/fivemor.com\/#\/schema\/person\/b85e3c3dc0e1daea076524dc8810c371"},"headline":"Rutherford-Darwin Portfolio Review: 24 January 2025","datePublished":"2025-01-29T07:43:05+00:00","mainEntityOfPage":{"@id":"https:\/\/fivemor.com\/?p=55024"},"wordCount":494,"commentCount":0,"publisher":{"@id":"https:\/\/fivemor.com\/#organization"},"image":{"@id":"https:\/\/fivemor.com\/?p=55024#primaryimage"},"thumbnailUrl":"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/01\/Edinburgh_4-1024x665.jpg","keywords":["January","Portfolio","review","RutherfordDarwin"],"articleSection":["Investing"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/fivemor.com\/?p=55024#respond"]}]},{"@type":"WebPage","@id":"https:\/\/fivemor.com\/?p=55024","url":"https:\/\/fivemor.com\/?p=55024","name":"Rutherford-Darwin Portfolio Review: 24 January 2025 - Som2ny Network","isPartOf":{"@id":"https:\/\/fivemor.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/fivemor.com\/?p=55024#primaryimage"},"image":{"@id":"https:\/\/fivemor.com\/?p=55024#primaryimage"},"thumbnailUrl":"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/01\/Edinburgh_4-1024x665.jpg","datePublished":"2025-01-29T07:43:05+00:00","breadcrumb":{"@id":"https:\/\/fivemor.com\/?p=55024#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/fivemor.com\/?p=55024"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/fivemor.com\/?p=55024#primaryimage","url":"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/01\/Edinburgh_4-1024x665.jpg","contentUrl":"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/01\/Edinburgh_4-1024x665.jpg","width":1024,"height":665},{"@type":"BreadcrumbList","@id":"https:\/\/fivemor.com\/?p=55024#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/fivemor.com\/?bp_activities=1"},{"@type":"ListItem","position":2,"name":"Rutherford-Darwin Portfolio Review: 24 January 2025"}]},{"@type":"WebSite","@id":"https:\/\/fivemor.com\/#website","url":"https:\/\/fivemor.com\/","name":"Som2ny Network","description":"Daily Deals","publisher":{"@id":"https:\/\/fivemor.com\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/fivemor.com\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/fivemor.com\/#organization","name":"Som2ny Network","url":"https:\/\/fivemor.com\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/fivemor.com\/#\/schema\/logo\/image\/","url":"https:\/\/fivemor.com\/wp-content\/uploads\/2026\/07\/4a0953c4-logo-300x86-1.png","contentUrl":"https:\/\/fivemor.com\/wp-content\/uploads\/2026\/07\/4a0953c4-logo-300x86-1.png","width":300,"height":86,"caption":"Som2ny Network"},"image":{"@id":"https:\/\/fivemor.com\/#\/schema\/logo\/image\/"}},{"@type":"Person","@id":"https:\/\/fivemor.com\/#\/schema\/person\/b85e3c3dc0e1daea076524dc8810c371","name":"admin","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/fivemor.com\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/729ae85bf62b9917e93538db2f2688ca?s=96&r=g&default=https%3A%2F%2Ffivemor.com%2Fwp-content%2Fplugins%2Fbuddypress-first-letter-avatar%2Fimages%2Fdefault%2F96%2Flatin_a.png","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/729ae85bf62b9917e93538db2f2688ca?s=96&r=g&default=https%3A%2F%2Ffivemor.com%2Fwp-content%2Fplugins%2Fbuddypress-first-letter-avatar%2Fimages%2Fdefault%2F96%2Flatin_a.png","caption":"admin"},"sameAs":["https:\/\/fivemor.com"],"url":"https:\/\/fivemor.com\/?author=1"}]}},"_links":{"self":[{"href":"https:\/\/fivemor.com\/index.php?rest_route=\/wp\/v2\/posts\/55024","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/fivemor.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/fivemor.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/fivemor.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/fivemor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=55024"}],"version-history":[{"count":0,"href":"https:\/\/fivemor.com\/index.php?rest_route=\/wp\/v2\/posts\/55024\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/fivemor.com\/index.php?rest_route=\/wp\/v2\/media\/55025"}],"wp:attachment":[{"href":"https:\/\/fivemor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=55024"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fivemor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=55024"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fivemor.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=55024"},{"taxonomy":"dealstore","embeddable":true,"href":"https:\/\/fivemor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fdealstore&post=55024"},{"taxonomy":"offerexpiration","embeddable":true,"href":"https:\/\/fivemor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fofferexpiration&post=55024"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}