With available cash close to zero and no major changes in the equities market, this review of the McClintock will be short and simple. As readers can see from the first screenshot below, the McClintock is designed to closely mirror the S&P 500.
Einstein Portfolio Review: 15 August 2023
Here we are in the middle of August and summer is “shouting” at Portland residents. It is unusual to experience multiple days of 100+ temperatures, but that is where we are this week. Einstein is the portfolio up for review and few changes are expected. No equities are recommended for purchase as you will see […]
McClintock Portfolio Review: 13 October 2023
McClintock is one of several Relative Strength portfolios where a limited number of ETFs form the investment quiver. The security options focus on U.S. Equities, Developed International Equities, Emerging Market Equities, and Bonds. The Kipling spreadsheet provides guidance as to which ETFs to Buy, Hold, or Sell. McClintock Security Recommendations The current recommendation is to […]
Dirac Portfolio Review: 3 July 2025
Over the past 18 months I have not had the time to decide how to manage the money that has been sitting in the Dirac Portfolio. This was to be a re-build portfolio project based on using an “Income” model, similar to the Hawking Portfolio, but designed to adopt a mean reversion rather than momentum […]
Darwin Portfolio Review: 31 October 2025
US Equities reached new all-time highs again this week as the SPX (S&P 500 Index) closed the week ~0.7% higher than last week’s close: After hitting the new highs on Wednesday the markets sold off a little on higher than average volume on Thursday but the uptrend remains firmly in place.
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