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 Portfolio Review: 17 October 2025
For readers that may have been wondering why they haven't seen a review from me in a couple of weeks I apologize. I purchased a new computer two weeks ago and tried to move all my files to the new computer - but something went badly wrong and, even … [Read more]
Bohr Portfolio Review: 17 October 2025
With the U.S. Equities stock market at or near all-time highs, what to do with new cash or even how to work with a static portfolio is a question many investors are asking? This week I was asked what is holding the Stock market at these high … [Read more]
Kepler Portfolio Review: 15 October 2025
As I am updating and reviewing portfolios, thus far Kepler is the only portfolio that did not show a profit during the month of September. Kepler happens to be the only portfolio using Closed-End-Funds. I need to remind readers that the Hawking is … [Read more]
Copernicus Portfolio Review: 14 October 2025
Copernicus is one of the better performing ITA portfolios. Set up to invest primarily in U.S. Equities the current portfolio is carrying an excess amount of cash as better buying opportunities are anticipated sometime in 2026. Copernicus Security … [Read more]
Pauling Asset Allocation Portfolio: 10 October 2025
Pauling is another Asset Allocation portfolio settling in for a volatile 2026. As readers will see in the second screenshot, I sold shares of SHV in order to raise cash to rebalance the portfolio. More on the particulars later. … [Read more]
McClintock Sector BPI Portfolio Review: 9 October 2025
Faced with the high probability U.S. Equities is in for a correction, if not worse, how should an investor manage their portfolio? The decision is much easier for Sector BPI portfolios such as the McClintock, Carson, and Franklin as this … [Read more]
Bethe Portfolio Review: 2 October 2025
As with the Einstein portfolio the Bethe is also in the rebuilding phase. Perhaps all portfolios are rebuilding provided new cash is added on a regular basis. Such is the case with the Bethe. Bethe Asset Allocation Holdings Below is the current … [Read more]
Gauss Asset Allocation Portfolio Review: 8 October 2025
Gauss is another Asset Allocation (AA) portfolio that is in the middle of the rebalancing process. The goal is to have all the AA portfolios close to balanced before we enter 2026. In all cases I am reducing exposure to U.S. Equities as this market … [Read more]
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