US Equities remain in a low volatility sideways consolidation mode that is not ideal for momentum investing but there has not been too much change in the analysis sheet for the Dirac sector portfolio file: Four of the five ETFs currently held in the portfolio remain with Buy recommendations with only XLP (Consumer Staples) signaling a Sell. Checking the Momentum/Acceleration graphs we see the … [Read More...]
Bethe Asset Allocation Portfolio Review: 5 January 2026
During the month of December I made an effort to position all Asset Allocation portfolios to where they were set to operate without much change in 2026. Bethe is one of those portfolios and as readers will see in a moment, the portfolio is … [Read more]
Darwin 2026: 2 January 2026
I have reset the Darwin Portfolio to a $100,000 investment portfolio with small changes to the asset list ("quiver") and the introduction of a new algorithm for trading in 2026. This post outlines these changes and my plans for managing this … [Read more]
Schrodinger Portfolio Update: 2 January 2026
Schrodinger is an excellent portfolio to launch this early in 2026 as there is nothing to do except report the results. As mentioned each update of the Robo Advisor or Intelligent Portfolio, all the owner does is add new money to the account each … [Read more]
Millikan Portfolio Review: 31 December 2025
Happy New Year We end 2025 with a review of the Millikan portfolio. Thus far this portfolio is performing very well and the expectation is that it will continue upward under the revised asset allocation model. This morning I sold all shares of VOO … [Read more]
Carson Sector BPI Portfolio Update: 30 December 2025
Carson is next to the last portfolio to be reviewed in 2025. Tomorrow I will update the Millikan portfolio. The Carson was one of the better performing portfolios during the month of November, indicating once more that the Sector BPI investing … [Read more]
Gifting a Grandchild
What advice would you give a grandparent who would like to launch a retirement portfolio for one or more grandchildren? To begin the discussion, assume the proposed gift is $25,000. Should it be given as a lump sum or spread out over a period of … [Read more]
Kepler – “Recession Proof” Portfolio: 29 December 2025
Kepler is the portfolio scheduled for review this morning. "Recession Proof" is a misnomer as I am not sure there is any such thing unless one is an option expert, has some luck shorting bear markets, or someone who has access to financial vehicles … [Read more]
Darwin Portfolio Review: 26 December 2025
As we head into the last few days of 2025, Santa's Rally has taken us to new highs in the SPX (S&P 500 Index) with the Index closing the week 1.4% above last week's Close: … [Read more]
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