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:
Darwin 2026 Portfolio Review: 20 March 2026
It was a rough week all around with US Equities (as represented by the SPX – S&P 500 Index) closing down ~ 1.8% on the week:
Darwin 2026 Portfolio Review: 13 March 2026
US Equity markets continued their weakness, with investor concerns over political situations in the Middle East resulting in the SPX (S&P500 Index) closing ~ 1.5% lower than last week’s close. This leaves us near the lower boundary of the tentative downtrend channel that I drew a couple of weeks ago: Compared to other major asset […]
Dirac 2026 Portfolio Review: 13 May 2026
It was a ~1.5% pullback in US Equity markets, as measured by the SPY ETF, that is the benchmark for the Dirac Portfolio. The Dirac Portfolio attempts to beat the performance of the benchmark by rotating between the sectors that compose this benchmark. Since my last review I have made two adjustments to holdings in […]
Portfolio Hedging
Warning: This post is likely of no direct interest to most readers of this Blog – it is written for education and interest only, and outlines one of the potential advantages of using Options for portfolio insurance. These are nervous times and we should be concerned about preserving our hard-earned wealth in the months ahead. […]
Darwin 2026 Portfolio Review: 6 March 2026
It was a tough week for US Equiies with significant weakness on Tuesday and continuation to the end of the week that resuted in the SPX (S&P 500 Index) closing ~2% lower than last week’s close:
Dirac 2026 Portfolio Review: 27 February, 2026
The objective of the Dirac Portfolio is to outperform the S&P 500 stocks, as represented by the SPY ETF, by rotating between sectors that make up the S&P 500 Index. Current analysis of the component sectors looks like this: with Buy or Hold recommendations for all but XLC (Communications), XLF (Financials), XLK (Technology) and XLY […]
Darwin 2026 Portfolio Review: 27 February 2026
It was another relatively uneventful week in the US Equity markets with the SPX (S&P 500 Index) remaining in the 6800-7000 consolidation range that it has now been in for ~3 months but with Fridays’s weakness resulting in a ~0.4% drop from last week’s close:
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