Dirac 2026 Portfolio Review: 26 June 2026

Music Museum, Rudesheim, Germany

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.

The analysis sheet currently looks like this:

with Buy recommendations on six sector ETFs including XLP and XLU that are not presently held in the portfolio. Since I am fully invested in the other 4 ETFs this means that I would have to rebalance by selling shares in positions already held to free up money for shares in the other 2 ETFs.

Let’s take a look at the momentum/acceleration graphs of XLP (Consumer Staples) and XLU (Utlities):

XLP generated Mean Reversion Buy signals ~ 2 weeks ago based on both acceleration (green line) and momentum (blue line) measurements and momentum has now moved into positive relative strength territory – so is a solid candidate for inclusion in the portfolio.

Likewise, XLU is generating similar signals:

XLP is in a (weak) uptrend channel:

whilst XLU is suggesting a possible strong breakout from a downtrend channel:

Both are legitimate candidates for inclusion in the portfolio so I will be watching these next week before deciding whether to adjust allocations in the portfolio.

Portfolio performance to date looks like this:

with obvious better recent performance compared to the broader (SPY) market – so there is a little reluctance to adjust without good reasons.