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:
Darwin 2026 Portfolio Review: 20 July 2026
US Equities, as represented by the SPX (S&P 500 Index), continue to oscillate in the 7300-7600 range and closed the week ~1.5% lower than last week’s close at ~7460:
Bethe Portfolio Redesigned: 9 July 2026
Bethe is one of the more interesting portfolios to track as it is undergoing a transformation when it comes to the asset allocation mix. What I am doing with this portfolio is setting up a group of ETFs that are designed to resist the coming market correction, recession, or what is commonly known as Financial […]
Bohr Portfolio Review: 7 July 2026
Bohr is the Asset Allocation portfolio up for review this morning. As readers will see in a moment, most of the asset classes are below target and that is intentional. With the current stock market this high and so narrowly confined to a few stocks it makes good sense to be cautious. It might be […]
Dirac 2026 Portfolio Review: 2 July 2026
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
Darwin 2026 Portfolio Review: 2 July 2026
This week saw a bounce off the 50-period Exponential Moving Average (EMA) line and a continuation of the bullish trend for US Equities as prices remain in a 4-month uptrend channel in the SPX (S&P 500 Index):
Dirac 2026 Portfolio Review: 26 June 2026
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.
Darwin 2026 Portfolio Review: 26 June 2026
After last week’s brief period of euphoria, with investor’s thinking that the problems in the Middle East might be over, this week saw a return to reality with a ~2.4% drop in the SPX (S&P 500 Index) and a continuation of the sideways consolidation that has been building over the past two months:
- 1
- 2
- 3
- …
- 36
- Next Page »
You must be logged in to post a comment.