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...]
Gauss Portfolio Review: 4 March 2025
Gauss is one of several Asset Allocation (AA) portfolios. This account differs slightly from other Asset Allocation portfolios in that it is a simplified AA version containing fewer ETFs. The stock/bond ratio is the classic 60% stock or equities … [Read more]
Schrodinger Portfolio Review: 3 March 2025
We lead off March with a review of the Schrodinger portfolio, a computer managed account housed with Schwab. The Schrodinger is known by Schwab as an "Intelligent Portfolio." It falls under the general category as a Robo Advisor portfolio. The … [Read more]
Rutherford-Darwin Portfolio Review: 28 February 2025
It was another volatile week in the US Equity markets with the bears beating the bulls by ~1%: with Friday's bounce off the ~5840-5880 zone that is providing strong support we are back into the sideways consolidation channel that we have been in for … [Read more]
Bohr Asset Allocation Portfolio Review: 28 February 2025
Bohr is the final portfolio up for review in February. This portfolio is new to the Asset Allocation investing model so we are looking to the Jensen Performance Index or Jensen Alpha to see if the account is gaining or losing ground to the … [Read more]
Franklin Sector BPI Portfolio Review: 27 February 2025
Franklin is the next to last portfolio to be review in February. Tomorrow I will update the Bohr and then we are into March. Franklin is one of three Sector BPI portfolios. The other two are Carson and McClintock. This morning I updated all the … [Read more]
Kepler Asset Allocation Portfolio Review: 26 February 2025
Kepler is a small struggling portfolio that was recently moved over to the Asset Allocation investing model. The portfolio is beginning to come into balance as the ETFs are moving closer to the target percentages. Most of the equity asset classes … [Read more]
Bethe Asset Allocation Portfolio Review: 25 February 2025
Bethe is a rather new Asset Allocation portfolio and as such has a long way to go before the various asset classes are in balance. Asset classes that are far above their target percentages are for sale while lower volatility asset classes such as … [Read more]
Copernicus Portfolio Review: 24 February 2025
Copernicus is a high performing passive portfolio designed for investors with 15 or more years of future savings. The basic idea of the Copernicus is to save as much as you can as early as you can (Golden Rule of Investing) and never sell unless … [Read more]
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