As we move towards the mid-term elections it is appropriate that we recognize the historical significance of the “Presidential Cycle”: Thus, although most of us are very nervous that we are close to all-time highs in the SPX (S&P 500 Index), US Equities are up ~14% so far this year in a year that has […]
McClintock Sector BPI Portfolio Update: 24 September 2026
McClintock is the Sector BPI portfolio up for review this morning. As mentioned in Forum entries, several changes occurred recently and even more since the update last month. Eliminating sectors holding a single share, the McClintock now is holding five sectors. They are: Materials, Discretionary, Staples, Industrials, and Utilities. McClintock Sector BPI Holdings Each […]
Bethe Portfolio Review: 25 September 2026
Bethe is the asset allocation portfolio schedule for an update this morning. This portfolio is undergoing a few changes in the asset makeup as I am setting this portfolio up, as well as several others, to withstand a potential market correction. As currently constructed the Bethe is holding too many shares of SCHD, based on […]
Dirac 2026 Portfolio Review: 25 September 2026
It has been a few weeks since I last reviewed the Dirac Portfolio although I have made a few adjustments in this time period as shown in the following screenshot (red box): Significantly, on 9 September I sold out of my positions in XLF (Financials) and XLP (Consumer Staples) when the analysis sheet and Momentum/Acceleration […]
Franklin Sector BPI Portfolio Update: 28 September 2026
As I posted in the Forum last weekend, Real Estate dropped into the oversold zone with a 30% bullish signal. This morning I purchased shares of VNQ for all three Sector BPI portfolios, Franklin being one of the three. The Sector BPI portfolios now hold shares in six of the eleven sectors. Since I have […]
Einstein Portfolio Review: 30 September 2026
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Bohr Portfolio Update: 1 October 2026
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Schrodinger Portfolio Update: 2 October 2026
Selling shares within the Schrodinger is so rare it merits taking notice. Recently, the Schwab computers sold shares of Invesco US 1000 (PRF) and Schwab Municipal Bond (SCMB) and used the cash to purchase shares of Vanguard Tax Exempt Bond (VTEB). This move eliminated holding shares in SCMB. For new readers, the Schrodinger is a […]
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