Investment Strategy Creation for SSO, ZROZ, and GLD

A detailed conversation about creating investment strategies for SSO, ZROZ, and GLD, including initial buys and rebalancing conditions based on portfolio performance.

Aurora: Hello. Would you like to use GPT Stock Reports to find the best Technology stocks?

User: # Initial buys Buy 60% of my buying power in SSO if I have no positions of SSO Buy 20% of my buying power in ZROZ if I have no positions of ZROZ Buy 20% of my buying power in GLD if I have no positions of GLD # Rebalances If I have more than 65% of my portfolio in SSO and I haven't sold in 3 months, sell 5% of my portfolio If I have less than 65% of my portfolio in SSO and I haven't bought in 3 months, buy 5% of my portfolio If I have more than 20% of my portfolio in ZROZ and I haven't sold in 3 months, sell 5% of my portfolio If I have less than 20% of my portfolio in ZROZ and I haven't bought in 3 months, buy 5% of my portfolio If I have more than 20% of my portfolio in GLD and I haven't sold in 3 months, sell 5% of my portfolio If I have less than 20% of my portfolio in GLD and I haven't bought in 3 months, buy 5% of my portfolio

User: Create new strategies # Initial buys Buy 60% of my buying power in SSO if I have no positions of SSO Buy 20% of my buying power in ZROZ if I have no positions of ZROZ Buy 20% of my buying power in GLD if I have no positions of GLD # Rebalances If my my position value of SSO > 0.65 * my portfolio value, sell 5% of my portfolio value in SSO If my my position value of SSO < 0.55 * my portfolio value, buy 5% of my portfolio value in SSO If my my position value of ZROZ > 0.25 * my portfolio value, sell 3% of my portfolio value in ZROZ If my my position value of ZROZ < 0.15 * my portfolio value, buy 3% of my portfolio value in ZROZ If my my position value of GLD > 0.25 * my portfolio value, sell 3% of my portfolio value in GLD If my my position value of GLD < 0.15 * my portfolio value, buy 3% of my portfolio value in GLD