I requested ChatGPT to create a portfolio for a retiree who does not require income and will most likely be able to live off a pension plus social security. Below is the response from AI. Based on the high probability of increases in interest rates I question the wisdom of investing 20% in bonds (BND). […]
Dirac 2026 Portfolio Review: 23 October 2026
The broad US Equity market continues to consolidate in a narrow range – closing the week down ~0.4% from last week’s close: The rotation between sectors continues: with technology fading slightly and more defensive sectors picking up the slack. The current analysis sheet for the Darwin Portfolio looks like this: …. very much in line […]
Darwin 2026 Portfolio Review: 16 October 2026
US Equities lost a little ground over the past week with the SPX (S&P 500 Index) dropping ~2% from last week’s close and the all-time highs. We remain in a long-term bullish uptrend channel but trading has remained in a fairly narrow 240 point (~3%) sideways consolidation range, between 7580 and 7820, over the past […]
Dirac 2026 Portfolio Review: 12 October 2026
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 […]
Darwin Portfolio Review: 2 October, 2026
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Bohr Portfolio Update: 1 October 2026
Rebalancing continues within the Bohr portfolio as a number of asset classes are still out of balance to the low side. I continue to hold a large percentage of short-term treasuries as there will be better buying opportunities in the future, unless the Shiller CAPE and Buffett Indicator ratios are providing false signals for the […]
Dirac 2026 Portfolio Review: 25 September 2026
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 […]
Darwin Portfolio Review: 22 September, 2026
As we move towards the mid-term elections it is appropriate that we recognize the historical significance of the “Presidential Cycle”: Thus, although most of us are very nervous that we are close to all-time highs in the SPX (S&P 500 Index), US Equities are up ~14% so far this year in a year that has […]
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