Pauling is the last portfolio I will be reviewing before the end of the first quarter. The 4th quarter GDP of 2025 was revised to a meager 0.7%. If the first quarter of 2026 comes in with a negative number we may well be on the way to a recession. The Iran war is definitely […]
Archives for March 2026
Dirac 2026 Portfolio Review: 27 March 2026
US Equities took a ~2.2% hit this week so we’ll take a look at how the Dirac Portfolio performed as it focusses on investing in the sectors of this market that are showing the strongest relative strength. The current analysis sheet looks like this:
Darwin 2026 Portfolio Review: 27 March 2026
It was a tough week in the US equity markets as nervousness around the potential impacts of the war with Iran continues:
Portfolio Hedge: 27 March 2026
On 24 March I added the following comment to my Portfolio Hedging Post of 20 March (https://itawealth.com/portfolio-hedging/): “With the drop in the SPX I have added another risk reversal to my hedge position by buying the 6400/6395 Put Spread and financing this by selling the 6800/6805 Call Spread for a net credit of 0.60 or […]
Carson Sector BPI Portfolio Review: 25 March 2026
Carson is the oldest Sector BPI portfolio, now in operation for approximately 3.5 years. We are beginning to build a historical base for this investing model. Four sectors are currently residing in the oversold zone while two others are very close to the Buy zone. Investors following this model are recommended to purchase shares of […]
Einstein Portfolio Review: 24 March 2006
Einstein is the portfolio up for review. Einstein continues to be one of the poorest performing portfolios as the owner is funding graduate education resulting in money moving out of the portfolio at critical times.
Schrodinger Robo Advisor Portfolio Review: 23 March 2026
Passive is the name of the game with the Schrodinger portfolio. This computer managed portfolio is housed at Schwab and is known as an “Intelligent Portfolio.” Thus far it has been quite intelligent. The update of prices are not reflected in the first screenshot below. The portfolio is valued at over $164,000 and the owner […]
Dirac 2026 Portfolio Review: 20 March 2026
The Dirac Portfolio is a US-only Equity Portfolio with no diversification outside of this market/asset class. The objective of the portfolio is to outperform the broader market, as represented by SPY (ETF tracking the S&P 500 Index), by rotating between sectors within this broader market. This week saw a minor adjustment:
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