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You are here: Home / 2026 / October / Archives for 24th

Archives for October 24, 2026

Long-Term Portfolio for Retiree Who Does Not Require Income or Withdrawals

October 24, 2026 By Lowell Herr Leave a Comment

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).  […]

Filed Under: Retirement Planning, Asset Allocation, Portfolio Construction Tagged With: Portfolio Management, Retirement

Dirac 2026 Portfolio Review: 23 October 2026

October 24, 2026 By hedgehunter Leave a Comment

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 […]

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

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Recent Posts

  • Long-Term Portfolio for Retiree Who Does Not Require Income or Withdrawals October 24, 2026
  • Dirac 2026 Portfolio Review: 23 October 2026 October 24, 2026
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Recent Comments

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Portfolios coming up for review.  Franklin, Einstein, Bohr, and Schrodinger are the critical portfolios next up for review.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

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