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Dirac 2026 Portfolio Review: 27 February, 2026

March 2, 2026 By hedgehunter Leave a Comment

The objective of the Dirac Portfolio is to outperform the S&P 500 stocks, as represented by the SPY ETF, by rotating between sectors that make up the S&P 500 Index. Current analysis of the component sectors looks like this: with Buy or Hold recommendations for all but XLC (Communications), XLF (Financials), XLK (Technology) and XLY […]

Filed Under: Dirac Portfolio, Portfolio Management, Portfolio Performance Tagged With: Dirac Portfolio, Portfolio Management, Portfolio Performance

Darwin 2026 Portfolio Review: 27 February 2026

March 2, 2026 By hedgehunter Leave a Comment

It was another relatively uneventful week in the US Equity markets with the SPX (S&P 500 Index) remaining in the 6800-7000 consolidation range that it has now been in for ~3 months but with Fridays’s weakness resulting in a ~0.4% drop from last week’s close:

Filed Under: Darwin Portfolio, Portfolio Management, Portfolio Performance Tagged With: Darwin Portfolio, Portfolio Management, Portfolio Performance

Darwin 2026 Portfolio Review: 20 February 2026

February 23, 2026 By hedgehunter 3 Comments

US Equities continue their consolidation pattern in the 6800-7000 range of the SPX (S&P500 Index) with a 1.1% gain from last week’s close:

Filed Under: Darwin Portfolio, Portfolio Management, Portfolio Performance Tagged With: Darwin Portfolio, Portfolio Management, Portfolio Performance

Dirac 2026 Portfolio Review: 13 February, 2026

February 16, 2026 By hedgehunter Leave a Comment

The objective of the Dirac portfolio is to try to beat the performance of the broader US Equity markets, as represented by SPY, by rotating holdings between sectors that comprise the benchmark. Currently holdings look like this: with seven of the ten sectors available in the quiver being held in the portfolio.

Filed Under: Dirac Portfolio, Portfolio Management, Portfolio Performance Tagged With: Dirac Portfolio, Portfolio Management, Portfolio Performance

Darwin 2026 Portfolio Review: 13 February 2026

February 16, 2026 By hedgehunter Leave a Comment

US Equities continued consolidating in the 6800-7000 range in the SPX (S&P 500 Index) but closing ~1.3% lower than last week’s close and near the bottom of the channel:

Filed Under: Darwin Portfolio, Portfolio Management, Portfolio Performance Tagged With: Darwin Portfolio, Portfolio Management, Portfolio Performance

Copernicus Portfolio Update: 12 February 2026

February 12, 2026 By Lowell Herr 1 Comment

Copernicus, the all equity portfolio, is back for an update or review.  I’ve backed off from investing only in VOO or the S&P 500.  Ten of the 500 stocks in the S&P 500 make up 39.1% of the entire index.  Let one of the ten (10) sneeze and the S&P 500 index will come down […]

Filed Under: Copernicus Portfolio, Passive vs. Active, Portfolio Management Tagged With: Copernicus Portfolio, Portfolio Management

Darwin 2026 Portfolio Review: 6 February 2026

February 9, 2026 By hedgehunter Leave a Comment

US Equities, as represented by the SPX (S&P 500 Index), lost ~0.2% on the week but continue to consolidate in the 6900-7000 range after falling below this range earlier in the week and recovering on Friday with support at the 6800 level and 89-period Exponential Moving Average (EMA) line:

Filed Under: Darwin Portfolio, Portfolio Management, Portfolio Performance Tagged With: Darwin Portfolio, Portfolio Management, Portfolio Performance

Kepler Asset Allocation Portfolio Update: 6 February 2026

February 6, 2026 By Lowell Herr Leave a Comment

Kepler is in the rebuilding phase.  In addition, the asset allocation is one of the most conservative of all the ITA portfolios.  Three of the “most needed” sectors are part of the Kepler and they are:  Health, Utilities, and Consumer Staples.  Even in the most difficult financial periods these three ETFs hold stocks that provide […]

Filed Under: Kepler Portfolio, Asset Allocation, Passive vs. Active, Portfolio Construction, Portfolio Management Tagged With: Kepler Portfolio, Portfolio Management

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