I recently asked ChatGPT the following. "Create a five ETF portfolio designed to withstand a major stock market correction and or Financial Repression." Here is the response from ChatGPT. For a five-ETF defensive portfolio, I would emphasize short-duration Treasuries, inflation protection, gold, and a smaller allocation to high-quality equities. The goal is not to eliminate losses—which … [Read More...]
Carson Sector BPI Portfolio Review: 22 May 2026
Carson is the oldest Sector BPI portfolio, going back to 11/1/2022. This morning Materials moved into the oversold zone so I added shares of VAW to the Carson. The Carson is currently holding shares in seven of the eleven sectors. This morning I … [Read more]
Einstein Portfolio Review: 20 May 2026
Near the end of this blog post I gave ChatGPT this command or request. "Create a 10 to 15 investment portfolio using ETFs where the portfolio is designed to withstand Financial Repression." The detailed response is given following this … [Read more]
Pauling Portfolio Review: 19 May 2026
Pauling is an asset allocation driven portfolio with leanings toward "recession proof" if there is such an allocation. Seventy percent of the portfolio is currently held in short-term treasuries and this is by design. Should we see a 10% draw-down … [Read more]
Dirac 2026 Portfolio Review: 15 May 2026
Last week I did not write a review of the Dirac Portfolio as a lot of confusing rotation between sectors seemed to be occurring. This has not changed a lot but I will update my adjustments over the past 2 weeks with some explanation of my … [Read more]
Darwin 2026 Portfolio Review: 15 May 2026
Yet another week with new all-time highs in the US Equity markets: After breaking through the potential resistance level of ~7400 on Wednesday, Thursday saw a strong move to the 7500 level where it hit new resistance at this phsychologically … [Read more]
Schrodinger Portfolio Review: 15 May 2026
Since the last review the computers at Schwab rebalanced the Schrodinger by adding shares to large cap equities and bonds. Considering this overbought market both additions are somewhat puzzling. However, I'm not going to quibble as the performance … [Read more]
Kepler Portfolio Update: 13 May 2026
Kepler is scheduled for a review later this month, but I moved it up as I am making a few changes. One change occurred this morning as I sold all shares of SHV (expense ratio of 15 basis points) and replaced it with shares of SCHO (expense ratio of … [Read more]
Franklin Sector BPI Portfolio Review: 12 May 2026
Franklin is one of three Sector BPI portfolios tracked here at ITA Wealth Management. This investing model is not likely to be available elsewhere on the Internet so pay close attention. Of the portfolios that are likely to withstand a recession as … [Read more]
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