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 been managing portfolios with the Sector BPI approach it is rare to see this many sectors in … [Read More...]
Dirac 2026 Portfolio Review: 29 May 2026
The Dirac Portfolio attempts to outperform the broader US Market (SPY) by rotating between sectors within that broader market. Let's first take a look at performance to date: where we can see (admittedly to my surprise) that, year-to-date, … [Read more]
Darwin 2026 Portfolio Review: 29 May 2026
Another month has passed and more new highs in the US Equity markets despite all the uncertainty: Despite the pullback from resistance at 7500 in the SPX (S&P 500 Index), this week saw a retest and breakthrough of that resistance and we are now … [Read more]
Kepler Portfolio Review: 27 May 2006
Kepler is the portfolio up for review this morning. Over the last few months I've adjust the asset allocation in preparation for a stock market correction - or worse. One clue is to pay attention to the bond market as it is many times larger than … [Read more]
Copernicus Portfolio Review: 26 May 2026
Copernicus is a simple portfolio for investors with 10 to 15 years of saving years ahead. With the U.S. Equities market at or near an all-time high I pulled back a tad on investing in ETFs that hold a high percentage in the mega-cap seven to ten … [Read more]
Dirac 2026 Portfolio Review: 22 May 2026
US Equities gained ~0.9% in the past week led by the Utility (XLU) and Health (XLV) sectors with Technology (XLK) in third place: On Tuesday a position in XLV was added to the portfolio as momentum (in negative territory) crossed above it's … [Read more]
Darwin 2026 Portfolio Review: 22 May 2026
It was a week of consolidation in the US equity markets with the SPX (S&P 500 Index) hovering in the 7400-7500 resistance range and closing the week ~ 0.9% above last week's close: From here, at the lower boundary of the current bullish uptrend … [Read more]
Carson Sector BPI Portfolio Review: 22 May 2026
Carson is the oldest Sector BPI portfolio, going back to 11/1/2022. This morning Materials moved into the oversold zone so I added shares of VAW to the Carson. The Carson is currently holding shares in seven of the eleven sectors. This morning I … [Read more]
Einstein Portfolio Review: 20 May 2026
Near the end of this blog post I gave ChatGPT this command or request. "Create a 10 to 15 investment portfolio using ETFs where the portfolio is designed to withstand Financial Repression." The detailed response is given following this … [Read more]
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