Asset allocation is a fundamental investment strategy that involves distributing resources among various asset categories to balance risk and reward. The Huygens Portfolio exemplifies this approach by strategically diversifying investments across equities, fixed income, and alternative assets. By meticulously analyzing market conditions and individual asset performance, the Huygens Portfolio aims … [Read More...]
Dirac 2026 Portfolio Review: 26 June 2026
I did not make any adjustments to the Dirac Portfolio this week - primarily because I was ~100% fully invested (as per my goal) and I was waiting for dividends to be paid. The trade sheet therefore looks like this: with a little over $340 deposited … [Read more]
Darwin 2026 Portfolio Review: 26 June 2026
After last week's brief period of euphoria, with investor's thinking that the problems in the Middle East might be over, this week saw a return to reality with a ~2.4% drop in the SPX (S&P 500 Index) and a continuation of the sideways … [Read more]
Kepler Portfolio Update: 23 June 2026
Kepler is the portfolio up for review this morning and there are few changes as cash is limited or orders are already in place for purchase. The revised asset allocation model is set up to resist Financial Repression. This is a test portfolio to … [Read more]
Gauss Portfolio Review: 25 June 2026
Gauss is the asset allocation portfolio up for review. Few changes are taking place with the U.S. Equities market this high and the overall concern of an overvalued market based on the Shiller PE ratio as well as the Buffett Indicator … [Read more]
Copernicus Portfolio Update: 23 June 2026
Copernicus is the "all equity" portfolio, but with a few changes since the U.S, Stock market is overvalued by a wide margin. At this writing the market was down today, but the Copernicus was holding to the upside. The current portfolio holds very … [Read more]
Dirac 2026 Portfolio Review: 18 June 2026
Based on recommended signals from the Dirac analysis sheet, used to manage this portfolio, trading activity in the last week looks like this (red box): with the addition of XLB (Materials) being the only adjustment made to the portfolio. The … [Read more]
Darwin 2026 Portfolio Review: 18 June 2026
US Equity markets jumped higher on Monday as investors reacted positively to news that the conflicts in the Middle East may soon be resolved. However, they pulled back modestly later in the week, managing to stay within the bullish uptrend channel, … [Read more]
Carson Sector BPI Portfolio Update: 19 June 2026
That fact that the NYSE is closed today is not an issue as I was able to populate Energy (VDE) yesterday when this sector flashed a Buy signal. The Carson Sector BPI portfolio is one of the oldest using this investing model and in the following blog … [Read more]
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