Since my last review on 18 July I have made a few adjustments to the Dirac Portfolio especially as a result of last Friday’s weakness in the US equity markets – since this portfolio is totally focused on these markets:
Archives for August 2025
Rutherford-Darwin Portfolio Review: 4 August 2025
After pushing to new all-time highs earlier in the week, the SPX (S&P 500 Index) hit resistance at ~6450 and pulled back on Friday, closing the week down ~2.4% from last week’s close. The MACD and RSI Indicators are both now sending bearish signals and we may be preparing to test support at ~6150 – […]
McClintock Sector BPI Portfolio Review: 4 August 2025
When the market opened to the upside this morning I was more than a little surprised. Such is the nature of the U.S. Equities market. Never try to predict what it is going to do. The McClintock is patiently waiting for one or more sectors to drop into the oversold zone so we can purchase […]
Hawking Portfolio Review: 1 August 2025
Normally there is not a lot for me to say in my reviews of the Hawking Portfolio because I like to try to keep it as a low maintainance (close to Buy-And-Hold) portfolio that generates steady monthly income at a predicable 8-12% level. This is achieved through a selection of diversified Closed-End-Funds (CEFs) or ETFs. […]
Copernicus Portfolio Review: 1 August 2025
I am pushing the Copernicus review ahead of schedule as I want to see what damage or impact Friday’s selloff had on this equity oriented portfolio. Low unemployment numbers and the coming tariffs are roiling the U.S. Equities market. I expect this to continue into next week. Political uncertainty, threats to institutions, and the […]
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