Normally, I try to do monthly updates on one of my investments that I do, the ChatGPT vs S&P 500 specifically. I missed it by a couple days, I was supposed to do it on the 26th of March, but here it is on the 4th!
I find it an interesting time to do this reporting, especially going forward in the future, with tariffs and the market response. It will also be interesting to see what the recovery will look like. The tariffs will effect the picks from ChatGPT more drastically because they are weighted tech heavy picks.
With that being said, let’s see where we’re at:
Portfolio Allocation:
| Stock | Shares Purchased | Price on Feb 25, 2025 | Total Value on Feb 25, 2025 | Price on Apr 4, 2025 | Total Value on Apr 4, 2025 | Change (%) |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 1.2245 | $247.04 | $302.50 | $188.38 | $230.64 | -23.8% |
| Microsoft (MSFT) | 0.5844 | $397.90 | $232.50 | $359.84 | $210.34 | -9.5% |
| NVIDIA (NVDA) | 1.3387 | $126.63 | $169.60 | $94.31 | $126.28 | -25.6% |
| Procter & Gamble PG) | 0.9342 | $172.65 | $161.30 | $163.75 | $153.00 | -5.1% |
| Amazon(AMZN) | 0.4394 | $212.80 | $93.50 | $171.00 | $75.20 | -19.6% |
Fidelity ZERO Large Cap Index Fund (FNILX):
- Purchase Date: January 6, 2025
- Purchase Price: $21.29 per share
- Investment Amount: $1,000
- Shares Purchased: Approximately 46.97 shares
- Price on Feb 25, 2025: $21.20
- Total Value on Feb 25, 2025: $996.71
- Price on Apr 4, 2025: $19.20
- Total Value on Apr 4, 2025: $902.78
- Change: -9.4%
Investment Comparison:
- ChatGPT Portfolio:
- Total Value on Feb 25, 2025: $959.40
- Total Value on Apr 4, 2025: $795.46
- Change: -17.1%
- FNILX:
- Total Value on Feb 25, 2025: $996.71
- Total Value on Apr 4, 2025: $902.78
- Change: -9.4%
Over the period from February 25 to April 4, 2025, both portfolios experienced declines, reflecting broader market trends. The ChatGPT-selected stocks saw a more significant decrease of 17.1%, while the FNILX fund declined by 9.4%. This comparison highlights the volatility inherent in individual stock selections versus a diversified index fund.
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