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...]
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]
Franklin Sector BPI Portfolio Review: 20 March 2026
Recent market declines kicked several sectors into the oversold zone. The Franklin ETFs impacted are: VCR, VDC, VFH, VHT, VIS, and VOX. When I ran the Bullish Percent Indicator (BPI) numbers before the market opened, Industrial registered 31.64 … [Read more]
Bohr Portfolio Update: 17 March 2026
This is a special blog post for two reasons. The new asset allocation for the Bohr is designed to resist the coming recession. Check the low beta value. At the bottom of the page is the most coherent explanation of why current withdrawal … [Read more]
Millikan Portfolio Review: 16 March 2026
Millikan is a basic asset allocation portfolio. As the portfolio currently stands cash holdings are high. Limit orders are in place but may not be struck immediately as buy prices are well below the current prices. And the delta is now even … [Read more]
Darwin 2026 Portfolio Review: 13 March 2026
US Equity markets continued their weakness, with investor concerns over political situations in the Middle East resulting in the SPX (S&P500 Index) closing ~ 1.5% lower than last week's close. This leaves us near the lower boundary of the … [Read more]
Dirac 2026 Portfolio Review: 13 May 2026
It was a ~1.5% pullback in US Equity markets, as measured by the SPY ETF, that is the benchmark for the Dirac Portfolio. The Dirac Portfolio attempts to beat the performance of the benchmark by rotating between the sectors that compose this … [Read more]
McClintock Sector BPI Portfolio Review: 13 March 2026
McClintock is a Sector BPI portfolio that has been operating under this management style for nearly 29 months. In this review we will check the performance over this period and look at how well it had done since 12/31/2021 or the launch date of the … [Read more]
Portfolio Hedging
Warning: This post is likely of no direct interest to most readers of this Blog - it is written for education and interest only, and outlines one of the potential advantages of using Options for portfolio insurance. These are nervous times and we … [Read more]
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