With a lot of volatility in the markets and the S&P 500 Index up ~3.6% from last week’s close let’s take a look at an analysis of the sectors that make up the Index:
Archives for April 2026
Bohr Asset Allocation Portfolio Update: 10 April 2026
Bohr is an asset allocation portfolio that has consistently lagged all possible benchmarks. Assets were withdrawn at a critical period and this impacted performance. The owner is now in the rebuilding process and this new asset allocation model should improve performance going forward.
Bethe Portfolio Review: 9 April 2026
Bethe is the second portfolio to be reviewed today. Like the Millikan, the Bethe is holding a significant percentage in cash as the current equities market is overvalued or overbought. At this point I am in a waiting game to see what might trigger a market correction or worse.
Millikan Portfolio Review: 9 April 2026
Millikan is another Asset Allocation portfolio that is set up to resist a possible recession. The portfolio is well diversified in that it covers all U.S. Equities, Developed International Equities, Emerging Markets, Gold, Artificial Intelligence, Dividend ETFs, and several essential sector ETFs. I am not holding bonds in the Millikan as it is less important […]
McClintock Sector BPI Portfolio Update: 8 April 2026
McClintock is a relative young Sector BPI portfolio, launched in mid-October of 2023 so it did not experience the correction or market dip in 2022. In this blog post I show the current holdings, Internal Rate of Return (IRR) performance, risk ratio data, and how well the different sectors performed since 11/01/2023. McClintock Sector ETF […]
Huygens Portfolio Review: 7 April 2026
Huygens is undergoing some minor asset allocation adjustments as I substituted a few “straight” equity ETFs with dividend oriented ETFs. The portfolio holds a considerable percentage in cash. Numerous limit orders are in place to use up all this cash. I am in no hurry to go on a buying spree with the Huygens as […]
Copernicus Portfolio Review: 6 April 2026
We begin the week with an easy review. While waiting for SHV dividends to show up in Bethe I’ll update the Copernicus, an “all equity” portfolio. The asset allocation make-up of the Copernicus is designed for a young investor with many saving years ahead. Many saving years might be defined as greater than 10 years […]
Dirac 2026 Portfolio Review: 2 April 2026
This week saw a lot of volatility in the US Equity Markets, so let’s take a look at the current recommendations of our momentum/acceleration model for the 10 Sector ETFs that comprise this portfolio: We now see five Momentum Buy recommendations (XLB – Materials), XLE (Energy), XLI (Industrials), XLP (Consumer Staples) and XLV (Health Care) […]
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