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...]
McClintock Sector BPI Portfolio Review: 11 November 2025
The McClintock is positioned much the same as it was last month. Materials and Consumer Staples are the sectors of interest. Several other sectors dipped into the 30% bullish zone and I set some limit orders to purchase one-half the target … [Read more]
Einstein Asset Allocation Portfolio Review: 10 November 2025
No immediate changes are recommended for the Einstein as there are no Buy recommendations. Available cash is invested in short-term treasuries or SHV. … [Read more]
Darwin Portfolio Review: 7 November 2025
US equities lost a little ground this week with the SPX (S&P 500 Index) closing ~2% lower than last week's close: … [Read more]
Gauss Asset Allocation Portfolio Review: 7 November 2025
Gauss is another portfolio using the Asset Allocation Model of investing. This has been a brutal week for U.S. Equities as the S&P 500 is down another one percentage point as I write this blog. We may be near the beginning of a market … [Read more]
Millikan Asset Allocation Portfolio Review: 6 November 2025
Millikan is one of several asset allocation portfolios. The diversification is a tad more expansive in that the Millikan holds a few shares of GLD and BTCO. As the various asset classes approach their target percentages, the goal for the Millikan … [Read more]
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 … [Read more]
Kepler Portfolio Update: 3 November 2025
Kepler and Hawking are the two portfolios here on the ITA blog that are using Closed-End-Funds (CEFs) to populate their respective portfolios. In general we are looking for CEFs that are priced at a discount and throw off a dividend of ~8% to ~12%. … [Read more]
ChatGPT Summary of ITA Wealth Management Blog
I asked ChatGPT this question. What is the ITA Wealth Management blog all about? Below is the summary and I might add, it is quite accurate. The blog of ITA Wealth Management is an independent investment-blog run by a former physics teacher turned … [Read more]
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