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Darwin 2026 Portfolio Review: 4 September 2026

US Equities returned to their sideways consolidation mode this week: closing only slightly (0.1%) higher than last week's close. We remain in a bullish uptrend channel but are sitting at the bottom of the channel as we wait to see whether the trend continues or whether we fall out of the channel and see a pullback/correction. To date the ~7620 level has acted as effective support. Compared to … [Read More...]

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Portfolio Management

Rutherford Portfolio Review (Tranche 3): 8 September 2023

It was a weak performance in the US equity markets after the Labor Day week-end with the SPX (S&P 500 Index) down ~1.5% from last week's close: This leaves prices in a pendant pattern bounded by the upper 2 SD boundary of the short-term bearish channel (blue line) and the lower 1 SD boundary of the longer-term bullish channel (white line). Obviously we will break out of this pattern sometime … [Read More...]

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Kepler Portfolio Review: 13 February 2025

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Kepler is the small portfolio up for review this morning.  The owner is rebuilding this portfolio as it looks like all educational expenses are in the rear view mirror.  As readers will see in the following update, this portfolio is finally coming … [Read more]

Einstein Portfolio Update: 11 February 2025

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Einstein is the portfolio up for review this morning.  As mentioned in a prior blog post the owner of the Einstein needed educational funds at the wrong time based on market action.  Selling shares in a down market is not conducive to producing good … [Read more]

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