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...]
Dirac 2026 Portfolio Review: 27 March 2026
US Equities took a ~2.2% hit this week so we'll take a look at how the Dirac Portfolio performed as it focusses on investing in the sectors of this market that are showing the strongest relative strength. The current analysis sheet looks like this: … [Read more]
Darwin 2026 Portfolio Review: 27 March 2026
It was a tough week in the US equity markets as nervousness around the potential impacts of the war with Iran continues: … [Read more]
Portfolio Hedge: 27 March 2026
On 24 March I added the following comment to my Portfolio Hedging Post of 20 March (https://itawealth.com/portfolio-hedging/): "With the drop in the SPX I have added another risk reversal to my hedge position by buying the 6400/6395 Put Spread and … [Read more]
Carson Sector BPI Portfolio Review: 25 March 2026
Carson is the oldest Sector BPI portfolio, now in operation for approximately 3.5 years. We are beginning to build a historical base for this investing model. Four sectors are currently residing in the oversold zone while two others are very close … [Read more]
Einstein Portfolio Review: 24 March 2006
Einstein is the portfolio up for review. Einstein continues to be one of the poorest performing portfolios as the owner is funding graduate education resulting in money moving out of the portfolio at critical times. … [Read more]
Schrodinger Robo Advisor Portfolio Review: 23 March 2026
Passive is the name of the game with the Schrodinger portfolio. This computer managed portfolio is housed at Schwab and is known as an "Intelligent Portfolio." Thus far it has been quite intelligent. The update of prices are not reflected in the … [Read more]
Dirac 2026 Portfolio Review: 20 March 2026
The Dirac Portfolio is a US-only Equity Portfolio with no diversification outside of this market/asset class. The objective of the portfolio is to outperform the broader market, as represented by SPY (ETF tracking the S&P 500 Index), by rotating … [Read more]
Darwin 2026 Portfolio Review: 20 March 2026
It was a rough week all around with US Equities (as represented by the SPX - S&P 500 Index) closing down ~ 1.8% on the week: … [Read more]
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