In another short week for trading, US Equities (SPX) continued their climb to new highs and closed the week ~2.2% higher than last week’s close:
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 […]
Questions To Ask Your Money Manager
Recently I was talking with a neighbor and I mentioned that I have been writing an investment blog for over 17 years. The neighbor mentioned he has a money manager handle his investments. When I have one of these conversations my mind begins to come up with questions I would ask a money manager […]
Rutherford-Darwin Portfolio Review: 11 July 2025
After the Independence Day Holiday and the break through the significant 6100 resistance level in the S&P 500 Index (SPX) we waited to see where the markets would go next – but, it was a quiet week, with consolidation around 6250 and a close just slightly lower than last week’s close:
Dirac Portfolio Review: 11 July 2025
Last week I introduced my revamped Dirac Portfolio that will, roughly, follow the same systems/methodologies as the Rutherford-Darwin Portfolio but with a quiver dedicated only to US markets with no diversification outside of these markets. Risk management will be a little tougher because of trading restrictions resulting from the fact that these securities are held […]
Hawking Portfolio Review: 14 July 2025
The Hawking Portfolio does not require a lot of attention as it is designed more as a Buy-And-Hold Portfolio to generate “Income” rather than to rely primarily on “growth” as required in more common equity portfolios. Although there may be exceptions to this, depending on how closely an investor might choose to monitor his or […]
Rutherford-Darwin Portfolio Review: 18 July 2025
It was another relatively quiet week in the US Equity markets except for a little nervousness on Wednesday with rumors that Fed Chairman Powell might be fired by the President for not lowering interest rates – but in the end the SPX (S&P 500 Index) closed the week ~0.7% higher than last week’s close:
Dirac Portfolio Review: 18 July 2025
With Options in XLC (Communications) expiring on Friday (18 July) I made a few adjustments to the Portfolio:
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