The objective of the Dirac Portfolio is to outperform the S&P 500 stocks, as represented by the SPY ETF, by rotating between sectors that make up the S&P 500 Index. Current analysis of the component sectors looks like this: with Buy or Hold recommendations for all but XLC (Communications), XLF (Financials), XLK (Technology) and XLY […]

It was a ~1.5% pullback in US Equity markets, as measured by the SPY ETF, that is the benchmark for the Dirac Portfolio. The Dirac Portfolio attempts to beat the performance of the benchmark by rotating between the sectors that compose this benchmark. Since my last review I have made two adjustments to holdings in […]

The Dirac Portfolio is a US-only Equity Portfolio with no diversification outside of this market/asset class. The objective of the portfolio is to outperform the broader market, as represented by SPY (ETF tracking the S&P 500 Index), by rotating between sectors within this broader market. This week saw a minor adjustment:

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: