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:
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:
Franklin Sector BPI Portfolio Review: 20 March 2026
Recent market declines kicked several sectors into the oversold zone. The Franklin ETFs impacted are: VCR, VDC, VFH, VHT, VIS, and VOX. When I ran the Bullish Percent Indicator (BPI) numbers before the market opened, Industrial registered 31.64 and Consumer Staples was 30.55. This is why I placed limit orders for VIS and VDC. Readers […]
Bohr Portfolio Update: 17 March 2026
This is a special blog post for two reasons. The new asset allocation for the Bohr is designed to resist the coming recession. Check the low beta value. At the bottom of the page is the most coherent explanation of why current withdrawal requests from private equity companies is placing so much stress on the […]
Millikan Portfolio Review: 16 March 2026
Millikan is a basic asset allocation portfolio. As the portfolio currently stands cash holdings are high. Limit orders are in place but may not be struck immediately as buy prices are well below the current prices. And the delta is now even greater due to the surge this morning. If you are locked out of […]
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 […]
McClintock Sector BPI Portfolio Review: 13 March 2026
McClintock is a Sector BPI portfolio that has been operating under this management style for nearly 29 months. In this review we will check the performance over this period and look at how well it had done since 12/31/2021 or the launch date of the youngest ITA portfolio. The Sector BPI investing model began as […]
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