Copernicus is a top performing portfolio as the investments were concentrated in U.S. Equities. VOO was the primary ETF used for many months. With the market over heated and the market drivers concentrated within such a few stocks I've backed off despite the excellent performance. The Copernicus is current concentrated in SCHO, SCHD and a few other dividend oriented ETFs. Copernicus Security … [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]
Dirac 2026 Portfolio Review: 15 May 2026
Last week I did not write a review of the Dirac Portfolio as a lot of confusing rotation between sectors seemed to be occurring. This has not changed a lot but I will update my adjustments over the past 2 weeks with some explanation of my … [Read more]
Darwin 2026 Portfolio Review: 15 May 2026
Yet another week with new all-time highs in the US Equity markets: After breaking through the potential resistance level of ~7400 on Wednesday, Thursday saw a strong move to the 7500 level where it hit new resistance at this phsychologically … [Read more]
- « Previous Page
- 1
- …
- 5
- 6
- 7
- 8
- 9
- …
- 178
- Next Page »