Bohr is the Asset Allocation portfolio up for review this morning. As readers will see in a moment, most of the asset classes are below target and that is intentional. With the current stock market this high and so narrowly confined to a few stocks it makes good sense to be cautious. It might be […]
Dirac 2026 Portfolio Review: 2 July 2026
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
Darwin 2026 Portfolio Review: 2 July 2026
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):
McClintock Sector BPI Portfolio Update: 2 July 2026
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 […]
Kepler Portfolio Review: 1 July 2026
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.
Huygens Portfolio Update: 30 June 2026
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.
Financial Repression Portfolio Update From ChatGPT
Florida As the U.S. Equities Market moves higher the Buffett Indicator continues to flash a warning that we are just waiting for the pin to be pulled on the grenade. Based on an overvalued market I once more asked ChatGPT to create a diversified portfolio that stands a good chance or resisting a market correction […]
Millikan Portfolio Review: 29 June 2026
“Preserving wealth in retirement requires more than pursuing returns—it requires preparing for periods when financial markets and government policies work against investors. History has shown that extended market corrections, rising inflation, low real interest rates, and increasing government debt can create an environment in which traditional investment strategies struggle to protect purchasing power. A thoughtfully […]
Dirac 2026 Portfolio Review: 26 June 2026
I did not make any adjustments to the Dirac Portfolio this week – primarily because I was ~100% fully invested (as per my goal) and I was waiting for dividends to be paid. The trade sheet therefore looks like this: with a little over $340 deposited from dividends.
Darwin 2026 Portfolio Review: 26 June 2026
After last week’s brief period of euphoria, with investor’s thinking that the problems in the Middle East might be over, this week saw a return to reality with a ~2.4% drop in the SPX (S&P 500 Index) and a continuation of the sideways consolidation that has been building over the past two months:
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