Before delving into an update of the Carson, here is a Seeking Alpha article of interest. Last week I mentioned that Financials dropped into the oversold zone. Upon the market opening I purchased shares of VFH for the three Sector BPI portfolios. Carson is one of the three and I purchased 51 shares bringing the […]
Schrodinger Portfolio Update: 2 October 2026
Selling shares within the Schrodinger is so rare it merits taking notice. Recently, the Schwab computers sold shares of Invesco US 1000 (PRF) and Schwab Municipal Bond (SCMB) and used the cash to purchase shares of Vanguard Tax Exempt Bond (VTEB). This move eliminated holding shares in SCMB. For new readers, the Schrodinger is a […]
Bohr Portfolio Update: 1 October 2026
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Einstein Portfolio Review: 30 September 2026
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Franklin Sector BPI Portfolio Update: 28 September 2026
As I posted in the Forum last weekend, Real Estate dropped into the oversold zone with a 30% bullish signal. This morning I purchased shares of VNQ for all three Sector BPI portfolios, Franklin being one of the three. The Sector BPI portfolios now hold shares in six of the eleven sectors. Since I have […]
Dirac 2026 Portfolio Review: 25 September 2026
It has been a few weeks since I last reviewed the Dirac Portfolio although I have made a few adjustments in this time period as shown in the following screenshot (red box): Significantly, on 9 September I sold out of my positions in XLF (Financials) and XLP (Consumer Staples) when the analysis sheet and Momentum/Acceleration […]
Bethe Portfolio Review: 25 September 2026
Bethe is the asset allocation portfolio schedule for an update this morning. This portfolio is undergoing a few changes in the asset makeup as I am setting this portfolio up, as well as several others, to withstand a potential market correction. As currently constructed the Bethe is holding too many shares of SCHD, based on […]
McClintock Sector BPI Portfolio Update: 24 September 2026
McClintock is the Sector BPI portfolio up for review this morning. As mentioned in Forum entries, several changes occurred recently and even more since the update last month. Eliminating sectors holding a single share, the McClintock now is holding five sectors. They are: Materials, Discretionary, Staples, Industrials, and Utilities. McClintock Sector BPI Holdings Each […]
Darwin Portfolio Review: 22 September, 2026
As we move towards the mid-term elections it is appropriate that we recognize the historical significance of the “Presidential Cycle”: Thus, although most of us are very nervous that we are close to all-time highs in the SPX (S&P 500 Index), US Equities are up ~14% so far this year in a year that has […]
Huygens Portfolio Review: 22 September 2026
Huygens is an asset allocation style portfolio set up to handle, as well as possible, a potential market correction. As currently constructed the dividend rate is very close to the rate of inflation. Huygens is built around the ideas laid out in this blog post. Huygens Security Holdings In addition to the recommended recession portfolio, […]
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