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

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).  I expected AI to reduce this percentage to something closer to 5% or 10% and move the extra … [Read More...]

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To register as a Guest, click on this link and fill our the short form.  Please place ITA in front of your user name so I know you are not a Spam registrant. ITA Wealth Management is now free to all readers who register as a Guest.  After registering, wait at least 24 hours so I can elevate you from the Guest level to the Platinum level.  Many of the blog posts are available without any … [Read More]

Portfolio Management

Bethe Asset Allocation Portfolio Update: 4 November 2025

Bethe is the portfolio up for review this morning.  This portfolio is constructed primarily of equity ETFs and as such is taking a hit this morning.  Is this the draw-down we have expected for months or only a momentary pause?  To be determined over the next several months.  As readers will see, I am taking a cautious approach with Bethe. … [Read More...]

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Huygens Portfolio Review: 3 June 2026

By 1 Comment

Huygens is the portfolio up for review this morning.  Before getting into the portfolio update here are three important measurements to use as references or indicators as to future market movement.  We know the Shiller CAPE and Buffett Indicator are … [Read more]

Kepler Portfolio Review: 27 May 2006

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Kepler is the portfolio up for review this morning.  Over the last few months I've adjust the asset allocation in preparation for a stock market correction - or worse.  One clue is to pay attention to the bond market as it is many times larger than … [Read more]

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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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