US Equities continue to consolidate in a narrow range – with the SPX (S&P 500 Index) having tested previous all-time highs last week. Over the past week there was evidence of a rotation into more defensive sectors with Consumer Staples, Energy and Utilities topping the list and Tecknology, that has been leading the market, falling […]

It has been a few weeks since I last reviewed the Dirac Portfolio although I have made a few adjustments in this time period as shown in the following screenshot (red box): Significantly, on 9 September I sold out of my positions in XLF (Financials) and XLP (Consumer Staples) when the analysis sheet and Momentum/Acceleration […]

US Equities remain in a low volatility sideways consolidation mode that is not ideal for momentum investing but there has not been too much change in the analysis sheet for the Dirac sector portfolio file: Four of the five ETFs currently held in the portfolio remain with Buy recommendations with only XLP (Consumer Staples) signaling […]

With the broad SPX US Equity Index still in a 3-month consolidation range between 7300 and 7600 I am reluctant to trade too much since sideways consolidations are not the best environment for momentum trading. However, the current analysis of sectors within this broader market looks like this: with Buy recommendations on six of the […]

Since my last review I have made 3 adjustments to the Dirac Portfolio (red box): On 7 July I got a Sell Signal for XLI (Industrials) in the analysis sheet with the momentum/acceleration graph looking like this:

I only made one adjustment to the Dirac Portfolio this week by selling my position in XLB (Materials) as both momentum and acceleration turned negative

I did not make any adjustments to the Dirac Portfolio this week – primarily because I was ~100% fully invested (as per my goal) and I was waiting for dividends to be paid. The trade sheet therefore looks like this: with a little over $340 deposited from dividends.

Based on recommended signals from the Dirac analysis sheet, used to manage this portfolio, trading activity in the last week looks like this (red box): with the addition of XLB (Materials) being the only adjustment made to the portfolio. The analysis sheet currently looks like this: