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You are here: Home / 2026 / Archives for July 2026

Archives for July 2026

Dirac 2026 Portfolio Review: 2 July 2026

July 5, 2026 By hedgehunter Leave a Comment

I only made one adjustment to the Dirac Portfolio this week by selling my position in XLB (Materials) as both momentum and acceleration turned negative

Filed Under: Dirac Portfolio, Portfolio Management, Portfolio Performance Tagged With: Dirac Portfolio, Portfolio Management, Portfolio Performance

Darwin 2026 Portfolio Review: 2 July 2026

July 5, 2026 By hedgehunter Leave a Comment

This week saw a bounce off the 50-period Exponential Moving Average (EMA) line and a continuation of the bullish trend for US Equities as prices remain in a 4-month uptrend channel in the SPX (S&P 500 Index):

Filed Under: Darwin Portfolio, Portfolio Management, Portfolio Performance Tagged With: Darwin Portfolio, Portfolio Management, Portfolio Performance

McClintock Sector BPI Portfolio Update: 2 July 2026

July 2, 2026 By Lowell Herr Leave a Comment

McClintock is the Sector BPI portfolio due for an update.  This morning I checked the Point and Figure (PnF) graphs.  Energy (VDE) is still a Buy.  I assume everyone purchased the required number of shares.  Again, the number of shares is based on the three-year volatility average.  Overbought sectors are Financial and Health represented by […]

Filed Under: McClintock Portfolio, Miscellaneous, Sector BPI Tagged With: McClintock Portfolio

Kepler Portfolio Review: 1 July 2026

July 1, 2026 By Lowell Herr Leave a Comment

Florida Management of the Kepler is not significantly different than how I am handling the Huygens portfolio.  Both portfolios are set up around a group of diversified asset classes.  Exchange Traded Funds (ETFs) hold stocks within the different asset classes.

Filed Under: Huygens Portfolio, Asset Allocation, Passive vs. Active, Portfolio Construction, Portfolio Management Tagged With: Kepler Portfolio

Huygens Portfolio Update: 30 June 2026

July 1, 2026 By Lowell Herr Leave a Comment

Huygens is the asset allocation portfolio scheduled for an update this first day of July.  Little action is necessary as the Huygens is rounding into shape as far as bringing the various asset classes into balance.

Filed Under: Asset Allocation, Huygens Portfolio, Portfolio Construction Tagged With: Asset Allocation, Huygens Portfolio

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Recent Posts

  • Long-Term Portfolio for Retiree Who Does Not Require Income or Withdrawals October 24, 2026
  • Dirac 2026 Portfolio Review: 23 October 2026 October 24, 2026
  • Bethe Portfolio Update: 22 October 2026 October 22, 2026
  • McClintock Sector Asset Allocation Portfolio Update: 21 October 2026 October 21, 2026
  • Kepler Portfolio Update: 20 October 2026 October 20, 2026
  • Huygens Asset Allocation Portfolio: 19 October 2026 October 19, 2026
  • Darwin 2026 Portfolio Review: 16 October 2026 October 18, 2026

Recent Comments

  • Lowell Herr on Millikan Portfolio Update: 15 October 2026
  • Lee Schamp on Millikan Portfolio Update: 15 October 2026
  • Lowell Herr on Bethe Portfolio Update: 22 October 2026
  • Lowell Herr on Kepler Portfolio Update: 20 October 2026
  • Lowell Herr on ChatGPT Evaluates The Copernicus Portfolio
  • Robert Warasila on ChatGPT Evaluates The Copernicus Portfolio
  • Lowell Herr on ChatGPT Evaluates The Copernicus Portfolio
  • Robert Warasila on ChatGPT Evaluates The Copernicus Portfolio
  • Lowell Herr on Pauling Portfolio Update: 6 October 2026
  • BOB_P on Pauling Portfolio Update: 6 October 2026

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Portfolios coming up for review.  Franklin, Einstein, Bohr, and Schrodinger are the critical portfolios next up for review.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

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