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Dirac Portfolio Review: 4 August 2025

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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:

Copernicus Portfolio Review: 1 August 2025

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  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,

Millikan Portfolio Review: 25 July 2025

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Millikan is one of several Asset Allocation portfolios, but with a narrowly defined set of securities.  Currently I am playing it safe as this is an over-heated market.  Playing it safe means that I am overloading the portfolio using the short-term treasury SHV.  Should the market decline I

Schrodinger Portfolio Review: 22 July 2025

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Up for review once more is the Robo Advisor or computer managed Schrodinger.  No new shares were recently added despite all the dividends declared for the second quarter.  Cash is building to where I expect some purchasing to take place on any market decline. Schrodinger Asset Allocation Below

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