Since my last review on 18 July I have made a few adjustments to the Dirac Portfolio especially as a result of last Friday’s weakness in the US equity markets – since this portfolio is totally focused on these markets:
Dirac 2026 Portfolio Review: 2 April 2026
This week saw a lot of volatility in the US Equity Markets, so let’s take a look at the current recommendations of our momentum/acceleration model for the 10 Sector ETFs that comprise this portfolio: We now see five Momentum Buy recommendations (XLB – Materials), XLE (Energy), XLI


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