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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 historically been the weakest, averaging only 5%. Add to that the fact that the third year … [Read More...]

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Franklin Sector BPI Portfolio Review: 2 October 2023

Several Sector BPI Plus portfolios are scheduled for review this week.  Franklin is the first.  I checked the BPI data this morning and it is too early for any Monday data to show up.  I expected to see the market move up based on the U.S. Government remaining open for business.  Instead, the market opened down.  Interest rates are still high and the budget still needs to go through the same sieve … [Read More...]

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Copernicus Portfolio Update: 28 June 2023

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After updating a few lackluster portfolios, it is refreshing to review a strong yet simple portfolio.  Other than the Schrodinger where the owner does noting but save, the Copernicus comes in a close second for simplicity. Copernicus Investment … [Read more]

Bethe Portfolio Review: 27 June 2023

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The following Bethe update is not so much where the portfolio is currently.  Rather, it is the direction the portfolio is moving in the future.  Currently, the Bethe holds a high percentage of the portfolio in income generating CEFs.  While I have … [Read more]

Pauling Portfolio Review: 26 June 2023

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When a portfolio fails to meet expectations, changes are required.  That is what readers can expect to see in this review of the Pauling and what is coming over the next few months.  Classified as a Dual Momentum™ portfolio, the Pauling is currently … [Read more]

Bullish Percent Indicators: 23 June 2023

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  While this past week was purported to be one of the weakest weeks for equities since last March, the Bullish Percent Indicators paint a slightly less pessimistic picture.  While every major index, with exception of the two Dow indexes, … [Read more]

Huygens Income Portfolio Review: 22 June 2023

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Huygens is an income oriented portfolio built around high income Closed-End-Funds (CEFs).  Other than generating income, the performance is lack luster, thus requiring some special attention after the second quarter dividends are paid out.  As cash … [Read more]

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