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...]
McClintock Sector BPI Portfolio Update: 8 April 2026
McClintock is a relative young Sector BPI portfolio, launched in mid-October of 2023 so it did not experience the correction or market dip in 2022. In this blog post I show the current holdings, Internal Rate of Return (IRR) performance, risk ratio … [Read more]
Huygens Portfolio Review: 7 April 2026
Huygens is undergoing some minor asset allocation adjustments as I substituted a few "straight" equity ETFs with dividend oriented ETFs. The portfolio holds a considerable percentage in cash. Numerous limit orders are in place to use up all this … [Read more]
Copernicus Portfolio Review: 6 April 2026
We begin the week with an easy review. While waiting for SHV dividends to show up in Bethe I'll update the Copernicus, an "all equity" portfolio. The asset allocation make-up of the Copernicus is designed for a young investor with many saving years … [Read more]
Dirac 2026 Portfolio Review: 2 April 2026
This week saw a lot of volatility in the US Equity Markets, so let's take a look at the current recommendations of our momentum/acceleration model for the 10 Sector ETFs that comprise this portfolio: We now see five Momentum Buy recommendations (XLB … [Read more]
Darwin 2026 Portfolio Review: 2 April 2026
Well, the first quarter of 2026 is over ,and April Fool's day is behind us, so let's remind ourselves of how the markets have behaved so far this year. After a slow grind to new highs through January, US Equities, as represented by the SPX (S&P … [Read more]
Gauss Asset Allocation Portfolio Update: 3 April 2026
Gauss holds a similar set of ETFs as the Kepler. In addition to securities found in the Kepler, three recession resistant ETFs are added. They are: Consumer Staples (VDC), Health (VHT) and Utilities (VPU). As with the Kepler I will wait for the … [Read more]
Kepler Simple Asset Allocation Portfolio Review: 2 April 2026
Kepler is in the throws of a major revision in the asset allocation and as a result holds a large percentage of the portfolio in cash. How I plan to reinvest this cash is explained below. Past withdrawals penalized the overall performance. … [Read more]
Pauling Asset Allocation Portfolio: 30 March 2026
Pauling is the last portfolio I will be reviewing before the end of the first quarter. The 4th quarter GDP of 2025 was revised to a meager 0.7%. If the first quarter of 2026 comes in with a negative number we may well be on the way to a recession. … [Read more]
- « Previous Page
- 1
- …
- 15
- 16
- 17
- 18
- 19
- …
- 183
- Next Page »