The goal of the Dirac Portfolio is to see if we might be able to beat the performance of the broad S&P 500 Index (as represented by the SPY ETF) by actively rotating between the sectors that make up that index. I started to build this portfolio last week with the objective of trying to […]
Millikan Portfolio Review: 13 January 2026
Millikan is another asset allocation model that is set up to handle a correction, but would need more work should we encounter a recession. At this point the Millikan is very close to being in balance. Check out the second screenshot. Millikan Asset Allocation Model Below is the current asset allocation model for the Millikan. […]
Gauss Portfolio Review: 14 January 2026
Gauss is the portfolio scheduled for an update. The latest asset allocation model is designed to be somewhat recession proof – if such an asset allocation is possible. By recession proof, there are several low volatile ETFs that will throw off dividends so as to keep the various assets close to target.
Copernicus Portfolio Update: 15 January 2026
Here we are at the halfway point in January and it is time to update the top performing portfolio, Copernicus. Copernicus is an equity only portfolio where I set out to invest only in S&P 500 equities. With the market hovering at its high point diversification seemed prudent. As a result I pulled back on […]
McClintock Sector BPI Portfolio Update: 16 January 2026
We end an active week of portfolio reviews with an update of the McClintock. McClintock is one of the youngest Sector BPI portfolios with a 2-year history. Thus far the Sector BPI investing model is showing itself to be a very workable investing model. None of the Sector BPI portfolios went through the 2022 draw-down […]
Darwin 2026 Portfolio Review: 16 January 2026
Over the past week, US Equity markets continued to consolidate in a narrow range around the ~6950 level in the SPX (S&P 500 Index), closing ~0.3% lower than last week’s close despite hitting new all-time highs on Tuesday and trading above average volumes: Compared to other major asset classes this was the weakest performance of […]
Beta: A Brief Description
What is beta and how is it measured? In the context of an investment portfolio, beta refers to a measure of a stock’s volatility in relation to the overall market. A beta value greater than one indicates that the stock is more volatile than the market, while a value less than one suggests it is […]
Bohr Portfolio Review: 20 January 2026
Before delving into the Bohr review, let me remind readers to register as a Guest (free) if you wish to see all blog posts such as this one. After registering as a Guest wait for me to upgrade you to the Platinum level. Now into the Bohr update. If you have been following this portfolio […]
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