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You are here: Home / Archives for Portfolio Management

Dirac 2026 Portfolio Review: 31 July 2026

August 3, 2026 By hedgehunter Leave a Comment

With the broad SPX US Equity Index still in a 3-month consolidation range between 7300 and 7600 I am reluctant to trade too much since sideways consolidations are not the best environment for momentum trading. However, the current analysis of sectors within this broader market looks like this: with Buy recommendations on six of the […]

Filed Under: Dirac Portfolio, Portfolio Management, Portfolio Performance Tagged With: Dirac Portfolio, Portfolio Management, Portfolio Performance

Schrodinger Portfolio Update: 4 August 2026

August 4, 2026 By Lowell Herr 2 Comments

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Filed Under: Schrodinger Portfolio, Asset Allocation, Passive vs. Active Tagged With: Schrodinger Portfolio

Bethe Portfolio Update: 5 August 2026

August 5, 2026 By Lowell Herr Leave a Comment

Bethe is an asset allocation portfolio that was revised last March in an attempt to withstand a potential market correction or recession.  The reallocation of assets is now driven more by dividends than capital growth. This morning I added a few shares of BIL and set a limit order to purchase more shares of Real […]

Filed Under: Bethe Portfolio, Asset Allocation, Income, Portfolio Construction, Portfolio Management Tagged With: Asset Allocation, Bethe Portfolio

Franklin Portfolio Update: 6 August 2026

August 6, 2026 By Lowell Herr Leave a Comment

We are a few months away from collecting four years of data for the Franklin Sector BPI portfolio.  As with the Carson and McClintock, the Sector Bullish Percent Indicator investing model is working better than anticipated when I first launched this investing model. Using Bullish Percent Indicator (BPI) data from StockCharts for the eleven different […]

Filed Under: Franklin Portfolio, Sector BPI Tagged With: Franklin Portfolio, Sector BPI

Pauling Portfolio Review: 7 August 2026

August 7, 2026 By Lowell Herr Leave a Comment

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Filed Under: Pauling Portfolio, Asset Allocation, Portfolio Construction, Portfolio Management Tagged With: Asset Allocation, Pauling Portfolio

Darwin 2026 Portfolio Review: 7 August 2026

August 10, 2026 By hedgehunter Leave a Comment

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Filed Under: Darwin Portfolio, Portfolio Management, Portfolio Performance Tagged With: Darwin Portfolio, Portfolio Management, Portfolio Performance

Einstein Portfolio Update: 10 August 2026

August 10, 2026 By Lowell Herr Leave a Comment

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Filed Under: Einstein Portfolio, Asset Allocation Tagged With: Kepler Portfolio

Carson Sector BPI Portfolio Update: 12 August 2026

August 12, 2026 By Lowell Herr 1 Comment

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Filed Under: Carson Portfolio, Sector BPI Tagged With: Carson Portfolio, Sector BPI

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