This morning it is time to update the McClintock portfolio, one of three Sector Bullish Percent Indicator (BPI) portfolios. Few changes occurred since the last review. When sector shares were sold I reinvested the cash in SCHO so as to increase dividends rather than let the cash remain dormant in the low interest bearing money market. McClintock Sector Holdings Below are the current holdings … [Read More...]
Darwin 2026 Portfolio Review: 29 May 2026
Another month has passed and more new highs in the US Equity markets despite all the uncertainty: Despite the pullback from resistance at 7500 in the SPX (S&P 500 Index), this week saw a retest and breakthrough of that resistance and we are now … [Read more]
Kepler Portfolio Review: 27 May 2006
Kepler is the portfolio up for review this morning. Over the last few months I've adjust the asset allocation in preparation for a stock market correction - or worse. One clue is to pay attention to the bond market as it is many times larger than … [Read more]
Copernicus Portfolio Review: 26 May 2026
Copernicus is a simple portfolio for investors with 10 to 15 years of saving years ahead. With the U.S. Equities market at or near an all-time high I pulled back a tad on investing in ETFs that hold a high percentage in the mega-cap seven to ten … [Read more]
Dirac 2026 Portfolio Review: 22 May 2026
US Equities gained ~0.9% in the past week led by the Utility (XLU) and Health (XLV) sectors with Technology (XLK) in third place: On Tuesday a position in XLV was added to the portfolio as momentum (in negative territory) crossed above it's … [Read more]
Darwin 2026 Portfolio Review: 22 May 2026
It was a week of consolidation in the US equity markets with the SPX (S&P 500 Index) hovering in the 7400-7500 resistance range and closing the week ~ 0.9% above last week's close: From here, at the lower boundary of the current bullish uptrend … [Read more]
Carson Sector BPI Portfolio Review: 22 May 2026
Carson is the oldest Sector BPI portfolio, going back to 11/1/2022. This morning Materials moved into the oversold zone so I added shares of VAW to the Carson. The Carson is currently holding shares in seven of the eleven sectors. This morning I … [Read more]
Einstein Portfolio Review: 20 May 2026
Near the end of this blog post I gave ChatGPT this command or request. "Create a 10 to 15 investment portfolio using ETFs where the portfolio is designed to withstand Financial Repression." The detailed response is given following this … [Read more]
Pauling Portfolio Review: 19 May 2026
Pauling is an asset allocation driven portfolio with leanings toward "recession proof" if there is such an allocation. Seventy percent of the portfolio is currently held in short-term treasuries and this is by design. Should we see a 10% draw-down … [Read more]
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