Bethe is one of the portfolios recently shifted over to the Asset Allocation (AA) model as the owner is looking for long-time “stability.” Stability as best can be established for a financial account. As with the other AA portfolios, the Bethe is diversified widely across the globe using both equities and bonds. The portfolio includes […]
Dirac Portfolio Review: 8 January 2025
I have sadly neglected the Dirac Portfolio after taking money out of the account for other purposes with the intention of rebuilding once the money was returned to the account. My intention was to invest in beaten down Funds (based on Z-Score calculations) but this plan was somewhat thwarted by the stong bull market through […]
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 […]
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 […]
Dirac Portfolio Review: 18 July 2025
With Options in XLC (Communications) expiring on Friday (18 July) I made a few adjustments to the Portfolio:
Dirac Portfolio Review: 4 August 2025
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 Portfolio Review: 29 August 2025
The Dirac Portfolio was launched a little over 2 months ago to try to capture possible benefits from sector rotations within the US Equity markets. As such the S&P 500 is taken as the benchmark index with SPY as the representative ETF benchmark. To date, performance looks like this: with an Internal Rate of Return […]
Dirac 2026: 5 January 2026
I have reset the Dirac Portfolio to an $80,000 account and made a minor adjustment to the asset list (“quiver”) in order to limit the number of assets in the quiver to a maximum of 10 for ease of management. I have also decided to move this portfolio to the new algorithm that I have […]
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