{"id":95869,"date":"2025-02-18T17:35:47","date_gmt":"2025-02-18T17:35:47","guid":{"rendered":"https:\/\/peraltafinancing.com\/business\/investing\/rutherford-darwin-portfolio-review-14-february-2025\/"},"modified":"2025-02-18T17:35:47","modified_gmt":"2025-02-18T17:35:47","slug":"rutherford-darwin-portfolio-review-14-february-2025","status":"publish","type":"post","link":"https:\/\/fivemor.com\/?p=95869","title":{"rendered":"Rutherford-Darwin Portfolio Review: 14 February 2025"},"content":{"rendered":"


\n<\/p>\n

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

Kew Gardens, London, England<\/em><\/p>\n<\/div>\n

It was another week of choppy sideways movement in US equities although the SPX did close higher by ~1.5% and close to the all-time highs that have been providing strong resistance over the past 3 months:<\/p>\n

\"Rutherford-DarwinHowever, we remain well within the bullish uptrend channel so we will watch to see where we might go from here.<\/p>\n

In terms of relative performance, US equities did not outperform international equities over the past week:<\/p>\n

\"Rutherford-Darwinin fact, international equities have generated ~2x the return of US equities over the past 1 month and 3 month periods \u2013 although this ratio is the other way around over the past 6 months. This might suggest that we are seeing a rotation in investment sentiment \u2013 so it will be prudent to watch these markets going forward.<\/p>\n

Checking on the Rutherford-Darwin portfolio we still have ~$50,000 invested in BIL (Short-term US Treasury T-Bills) that have so far contributed $267 \u201crisk-free\u201d dollars to the account.<\/p>\n

The $10,000 allocation of funds to the 9 ETFs selected for the diversified \u201cBuy-And-Hold\u201d portion of the portfolio (Darwin) added ~$130 to the cause over the past week and is now up ~$300 since inception 6 weeks ago:<\/p>\n

\"Rutherford-Darwin[Note: Somehow an error crept into my worksheet 2 weeks ago so the performance figures shown for the Darwin portion of the portfolio over the past 2 weeks were slightly in error \u2013 although the finishing totals were correct. This error has now been corrected.]<\/p>\n

The performance of the leveraged Option portion of the portfolio looks like this:<\/p>\n

\"Rutherford-Darwinand has shown a gain of ~$1,400 on the week thanks to the strong increase in the value of global equities over this period. Although the weakest asset class over the past week (and I am holding Puts that will benefit from further declines), I have sold my bearish (Put) position in TMF since the Option is sitting at the $42 At-The-Money (ATM) strike with maximum premium that will decay rapidly with only 7 days to go to expiration on 21 February. This was a losing trade as TMF has risen in value over the past 5 weeks. I have replaced this with a bullish position in VNQ (US Real Estate) by purchasing 2 contracts of the $86 strike Call Options expiring on 21 March (in 35 Days). These Options have a Delta of ~0.80 so is equivalent to holding 160 shares of VNQ (compared to 12 shares held in the Darwin portion of the portfolio).<\/p>\n

The overall picture of the portfolio performance looks like this:<\/p>\n

\"Rutherford-Darwinwith a comfortable 13.5% volatility (green line). Obviously my objective is to improve the performance of the Options portion of the portfolio \u2013 with 10:1 leverage this should be easy to achieve if I can stay on the right side of the price movement. I am using a trend following approach to achieve this rather than a mean reversion approach \u2013 however, in this sideways choppy market, it is not easy to find strong (bullish or bearish) trends \u2013 so I may have to try to find a way to stay out of the chop.<\/p>\n

(Visited 15 times, 3 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":"

Kew Gardens, London, England It was another week of choppy sideways movement in US equities although the SPX did close higher by ~1.5% and close to the all-time highs that have been providing strong resistance over the past 3 months: However, we remain well within the bullish uptrend channel so we will watch to see […]<\/p>\n","protected":false},"author":1,"featured_media":95870,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[96],"tags":[3843,9162,3749,18706],"dealstore":[],"offerexpiration":[],"class_list":["post-95869","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-investing","tag-february","tag-portfolio","tag-review","tag-rutherforddarwin"],"yoast_head":"\nRutherford-Darwin Portfolio Review: 14 February 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=95869\" \/>\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: 14 February 2025 - Som2ny Network\" \/>\n<meta property=\"og:description\" content=\"Kew Gardens, London, England It was another week of choppy sideways movement in US equities although the SPX did close higher by ~1.5% and close to the all-time highs that have been providing strong resistance over the past 3 months: However, we remain well within the bullish uptrend channel so we will watch to see […]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/fivemor.com\/?p=95869\" \/>\n<meta property=\"og:site_name\" content=\"Som2ny Network\" \/>\n<meta property=\"article:published_time\" content=\"2025-02-18T17:35:47+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/02\/Kew_1-IMG_2409-1024x683.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1024\" \/>\n\t<meta property=\"og:image:height\" content=\"683\" \/>\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=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/fivemor.com\/?p=95869#article\",\"isPartOf\":{\"@id\":\"https:\/\/fivemor.com\/?p=95869\"},\"author\":{\"name\":\"admin\",\"@id\":\"https:\/\/fivemor.com\/#\/schema\/person\/b85e3c3dc0e1daea076524dc8810c371\"},\"headline\":\"Rutherford-Darwin Portfolio Review: 14 February 2025\",\"datePublished\":\"2025-02-18T17:35:47+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/fivemor.com\/?p=95869\"},\"wordCount\":516,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\/\/fivemor.com\/#organization\"},\"image\":{\"@id\":\"https:\/\/fivemor.com\/?p=95869#primaryimage\"},\"thumbnailUrl\":\"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/02\/Kew_1-IMG_2409-1024x683.jpg\",\"keywords\":[\"February\",\"Portfolio\",\"review\",\"RutherfordDarwin\"],\"articleSection\":[\"Investing\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/fivemor.com\/?p=95869#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/fivemor.com\/?p=95869\",\"url\":\"https:\/\/fivemor.com\/?p=95869\",\"name\":\"Rutherford-Darwin Portfolio Review: 14 February 2025 - Som2ny Network\",\"isPartOf\":{\"@id\":\"https:\/\/fivemor.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/fivemor.com\/?p=95869#primaryimage\"},\"image\":{\"@id\":\"https:\/\/fivemor.com\/?p=95869#primaryimage\"},\"thumbnailUrl\":\"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/02\/Kew_1-IMG_2409-1024x683.jpg\",\"datePublished\":\"2025-02-18T17:35:47+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/fivemor.com\/?p=95869#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/fivemor.com\/?p=95869\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/fivemor.com\/?p=95869#primaryimage\",\"url\":\"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/02\/Kew_1-IMG_2409-1024x683.jpg\",\"contentUrl\":\"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/02\/Kew_1-IMG_2409-1024x683.jpg\",\"width\":1024,\"height\":683},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/fivemor.com\/?p=95869#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/fivemor.com\/?bp_activities=1\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Rutherford-Darwin Portfolio Review: 14 February 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: 14 February 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=95869","og_locale":"en_US","og_type":"article","og_title":"Rutherford-Darwin Portfolio Review: 14 February 2025 - Som2ny Network","og_description":"Kew Gardens, London, England It was another week of choppy sideways movement in US equities although the SPX did close higher by ~1.5% and close to the all-time highs that have been providing strong resistance over the past 3 months: However, we remain well within the bullish uptrend channel so we will watch to see […]","og_url":"https:\/\/fivemor.com\/?p=95869","og_site_name":"Som2ny Network","article_published_time":"2025-02-18T17:35:47+00:00","og_image":[{"width":1024,"height":683,"url":"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/02\/Kew_1-IMG_2409-1024x683.jpg","type":"image\/jpeg"}],"author":"admin","twitter_card":"summary_large_image","twitter_misc":{"Written by":"admin","Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/fivemor.com\/?p=95869#article","isPartOf":{"@id":"https:\/\/fivemor.com\/?p=95869"},"author":{"name":"admin","@id":"https:\/\/fivemor.com\/#\/schema\/person\/b85e3c3dc0e1daea076524dc8810c371"},"headline":"Rutherford-Darwin Portfolio Review: 14 February 2025","datePublished":"2025-02-18T17:35:47+00:00","mainEntityOfPage":{"@id":"https:\/\/fivemor.com\/?p=95869"},"wordCount":516,"commentCount":0,"publisher":{"@id":"https:\/\/fivemor.com\/#organization"},"image":{"@id":"https:\/\/fivemor.com\/?p=95869#primaryimage"},"thumbnailUrl":"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/02\/Kew_1-IMG_2409-1024x683.jpg","keywords":["February","Portfolio","review","RutherfordDarwin"],"articleSection":["Investing"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/fivemor.com\/?p=95869#respond"]}]},{"@type":"WebPage","@id":"https:\/\/fivemor.com\/?p=95869","url":"https:\/\/fivemor.com\/?p=95869","name":"Rutherford-Darwin Portfolio Review: 14 February 2025 - Som2ny Network","isPartOf":{"@id":"https:\/\/fivemor.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/fivemor.com\/?p=95869#primaryimage"},"image":{"@id":"https:\/\/fivemor.com\/?p=95869#primaryimage"},"thumbnailUrl":"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/02\/Kew_1-IMG_2409-1024x683.jpg","datePublished":"2025-02-18T17:35:47+00:00","breadcrumb":{"@id":"https:\/\/fivemor.com\/?p=95869#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/fivemor.com\/?p=95869"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/fivemor.com\/?p=95869#primaryimage","url":"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/02\/Kew_1-IMG_2409-1024x683.jpg","contentUrl":"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/02\/Kew_1-IMG_2409-1024x683.jpg","width":1024,"height":683},{"@type":"BreadcrumbList","@id":"https:\/\/fivemor.com\/?p=95869#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/fivemor.com\/?bp_activities=1"},{"@type":"ListItem","position":2,"name":"Rutherford-Darwin Portfolio Review: 14 February 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\/95869","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=95869"}],"version-history":[{"count":0,"href":"https:\/\/fivemor.com\/index.php?rest_route=\/wp\/v2\/posts\/95869\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/fivemor.com\/index.php?rest_route=\/wp\/v2\/media\/95870"}],"wp:attachment":[{"href":"https:\/\/fivemor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=95869"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fivemor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=95869"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fivemor.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=95869"},{"taxonomy":"dealstore","embeddable":true,"href":"https:\/\/fivemor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fdealstore&post=95869"},{"taxonomy":"offerexpiration","embeddable":true,"href":"https:\/\/fivemor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fofferexpiration&post=95869"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}