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...]
Copernicus Portfolio Review: 11 March 2026
Copernicus is the equity portfolio scheduled for review this morning. Based on an over priced U.S. stock market I shifted the emphasis slightly, moving from the S&P 500 (VOO) over to several dividend oriented ETFs. Below you see a significant … [Read more]
Bethe Portfolio Review: 10 March 2026
Bethe is the conservative asset allocation portfolio scheduled for review today. As I look over the current holdings, I may make a change in the future. One that merits change is to sell QUAL and replace it with SCHD. This switch would … [Read more]
Darwin 2026 Portfolio Review: 6 March 2026
It was a tough week for US Equiies with significant weakness on Tuesday and continuation to the end of the week that resuted in the SPX (S&P 500 Index) closing ~2% lower than last week's close: … [Read more]
Kepler Portfolio Review: 6 March 2006
Before moving into the Kepler update, I set limit orders for VCR in all three Sector BPI portfolios (Carson, Franklin, & McClintock) as the Consumer sector dropped within a whisker of the 30% oversold bullish mark. Now for the Kepler update. As … [Read more]
Gauss Portfolio Review: 5 March 2026
Gauss is the portfolio up for review today. The owner of this portfolio is not contributing significant amounts of cash each month so the re-balancing will need to come from dividends and interest income. Gauss is a very conservative portfolio as … [Read more]
Pauling Portfolio Review: 3 March 2026
Pauling is an asset allocation portfolio that is slowly working out of a performance deficit. Over the past few months I have been reworking the asset allocation mix and that work is not quite complete as readers will see in one of the following … [Read more]
Huygens Portfolio Update: 2 March 2026
We begin the month of March with an update of the Huygens. The asset allocation model is a combination of equities for growth and income ETFs to provide some resistance should we see a major market draw-down. Below I will explain how I am using … [Read more]
Dirac 2026 Portfolio Review: 27 February, 2026
The objective of the Dirac Portfolio is to outperform the S&P 500 stocks, as represented by the SPY ETF, by rotating between sectors that make up the S&P 500 Index. Current analysis of the component sectors looks like this: with Buy or Hold … [Read more]
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