It was a tough week in the US equity markets as nervousness around the potential impacts of the war with Iran continues:
Dirac 2026 Portfolio Review: 27 March 2026
US Equities took a ~2.2% hit this week so we’ll take a look at how the Dirac Portfolio performed as it focusses on investing in the sectors of this market that are showing the strongest relative strength. The current analysis sheet looks like this:
Pauling Asset Allocation Portfolio: 30 March 2026
Pauling is the last portfolio I will be reviewing before the end of the first quarter. The 4th quarter GDP of 2025 was revised to a meager 0.7%. If the first quarter of 2026 comes in with a negative number we may well be on the way to a recession. The Iran war is definitely […]
Kepler Simple Asset Allocation Portfolio Review: 2 April 2026
Kepler is in the throws of a major revision in the asset allocation and as a result holds a large percentage of the portfolio in cash. How I plan to reinvest this cash is explained below. Past withdrawals penalized the overall performance. Rebuilding the portfolio will take time, but so I can compare performance with […]
Gauss Asset Allocation Portfolio Update: 3 April 2026
Gauss holds a similar set of ETFs as the Kepler. In addition to securities found in the Kepler, three recession resistant ETFs are added. They are: Consumer Staples (VDC), Health (VHT) and Utilities (VPU). As with the Kepler I will wait for the SHV April dividends to be declared before selling shares and then placing […]
Darwin 2026 Portfolio Review: 2 April 2026
Well, the first quarter of 2026 is over ,and April Fool’s day is behind us, so let’s remind ourselves of how the markets have behaved so far this year. After a slow grind to new highs through January, US Equities, as represented by the SPX (S&P 500 Index), have pulled back ~ 10% through February […]
Dirac 2026 Portfolio Review: 2 April 2026
This week saw a lot of volatility in the US Equity Markets, so let’s take a look at the current recommendations of our momentum/acceleration model for the 10 Sector ETFs that comprise this portfolio: We now see five Momentum Buy recommendations (XLB – Materials), XLE (Energy), XLI (Industrials), XLP (Consumer Staples) and XLV (Health Care) […]
Copernicus Portfolio Review: 6 April 2026
We begin the week with an easy review. While waiting for SHV dividends to show up in Bethe I’ll update the Copernicus, an “all equity” portfolio. The asset allocation make-up of the Copernicus is designed for a young investor with many saving years ahead. Many saving years might be defined as greater than 10 years […]
- « Previous Page
- 1
- …
- 118
- 119
- 120
- 121
- 122
- …
- 131
- Next Page »
You must be logged in to post a comment.