Rebalancing continues within the Bohr portfolio as a number of asset classes are still out of balance to the low side. I continue to hold a large percentage of short-term treasuries as there will be better buying opportunities in the future, unless the Shiller CAPE and Buffett Indicator ratios are providing false signals for the first time since 1950. The Bohr has been a poor performer and will … [Read More...]
Darwin 2026 Portfolio Review: 23 January 2026
US Equities were weak over the shortened 4-day trading week with prices still consolidating in the 6800-7000 range/resistance zone of the SPX (S&P 500 Index): … [Read more]
Kepler Portfolio Review: 23 January 2026
Kepler is the portfolio up for review this morning. When you look over the asset allocations you will observe this portfolio is heading in a very conservative direction. I am attempting to "recession proof" this account. When this bull market … [Read more]
Dirac 2026 Portfolio Review: 21 January 2026
Last week I started to populate the Dirac Portfolio so as to manage it using my new Momentum/Trend and integrated Mean Reversion model/system. The objective is to see if it might be possible to beat the broader US Equity Market (S&P 500 or … [Read more]
Bohr Portfolio Review: 20 January 2026
Before delving into the Bohr review, let me remind readers to register as a Guest (free) if you wish to see all blog posts such as this one. After registering as a Guest wait for me to upgrade you to the Platinum level. Now into the Bohr update. … [Read more]
Beta: A Brief Description
What is beta and how is it measured? In the context of an investment portfolio, beta refers to a measure of a stock's volatility in relation to the overall market. A beta value greater than one indicates that the stock is more volatile than the … [Read more]
Darwin 2026 Portfolio Review: 16 January 2026
Over the past week, US Equity markets continued to consolidate in a narrow range around the ~6950 level in the SPX (S&P 500 Index), closing ~0.3% lower than last week's close despite hitting new all-time highs on Tuesday and trading above average … [Read more]
McClintock Sector BPI Portfolio Update: 16 January 2026
We end an active week of portfolio reviews with an update of the McClintock. McClintock is one of the youngest Sector BPI portfolios with a 2-year history. Thus far the Sector BPI investing model is showing itself to be a very workable investing … [Read more]
Copernicus Portfolio Update: 15 January 2026
Here we are at the halfway point in January and it is time to update the top performing portfolio, Copernicus. Copernicus is an equity only portfolio where I set out to invest only in S&P 500 equities. With the market hovering at its high point … [Read more]
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