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You are here: Home / Archives for ITA Portfolios / Gauss Portfolio

Gauss Portfolio Review: 1 June 2026

June 1, 2026 By Lowell Herr Leave a Comment

I gave ChatGPT the following instruction.  Below this sentence is the response from this AI source.  If you have access to a different AI program, give it the identical instruction and compare the results.  When I tried it with Microsoft the feedback would not specify ETFs. Create a diversified portfolio of 12 to 15 low […]

Filed Under: Gauss Portfolio, Asset Allocation, Portfolio Construction, Portfolio Management Tagged With: Gauss Portfolio

Gauss Portfolio Review: 25 June 2026

June 25, 2026 By Lowell Herr Leave a Comment

  Gauss is the asset allocation portfolio up for review.  Few changes are taking place with the U.S. Equities market this high and the overall concern of an overvalued market based on the Shiller PE ratio as well as the Buffett Indicator hovering in “nose bleed” territory. The following analysis explains how I am handling […]

Filed Under: Gauss Portfolio, Asset Allocation, Portfolio Construction, Portfolio Management Tagged With: Gauss Portfolio

Gauss Portfolio Review: 21 July 2026

July 21, 2026 By Lowell Herr Leave a Comment

Gauss is another ITA portfolio waiting for a major market correction.  As currently structured the income is nearly 3.4% and those dividends will be used judiciously to bring asset classes well below target up closer to target.  There is no hurry to this process until we see a market correction.  A market correction is defined […]

Filed Under: Gauss Portfolio, Asset Allocation, Portfolio Construction, Portfolio Management Tagged With: Asset Allocation, Gauss Portfolio

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