GPT 2.0 Portfolio Goes Live: Inside the AI-Powered $35M Stock Portfolio Taking Wall Street by Storm

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Image Source : AI Imagine 

Artificial intelligence (AI) is transforming investing. The creators behind the headline-grabbing GPT Portfolio are back with GPT 2.0 — a next generation AI stock picker seeded with nearly $35 million from over 43,000 investors.

The GPT 2.0 Portfolio launched in September 2022 with 15 stocks and ETFs selected by an AI system. The initial picks feature big names like ExxonMobil, UnitedHealth, and Visa.

We take an in-depth look at how this futuristic portfolio works, its full stock holdings, and early performance. Read on to go inside the AI-powered investing project taking Wall Street by storm. 

Table of Contents

  • Overview of the GPT 2.0 Portfolio
  • How the AI Stock Selection Process Works
  • Full List of Current GPT 2.0 Holdings
  • Early Performance Results in 2023
  • The Future of AI-Powered Investing

Introduction: AI Meets Investing

The GPT 2.0 Portfolio represents a groundbreaking fusion of artificial intelligence and investing. The project’s creators built a sophisticated natural language AI system to analyze reams of data and news to select stocks primed for growth each month.

Dubbed “the first AI-managed portfolio offered to everyday investors,” GPT (Generative Pre-trained Transformer) brings advanced predictive capabilities to personal finance.

We’re proving that with the right technology, actually anyone can beat the market, GPT 2.0 Portfolio Lead.

Riding a wave of hype around AI tools like ChatGPT, the portfolio raised nearly $35 million from over 43,000 backers excited to see what algorithmic investing can do.

Now, the full list of stocks hand-picked by GPT for September 2022 has been revealed. Keep reading to dive into the holdings powering this closely-watched AI investing experiment.

How GPT 2.0 Picks Winning Stocks

The GPT 2.0 system utilizes natural language processing to synthesize insights across news, financial data, SEC filings, macroeconomic trends, and more.

The proprietary AI models identify patterns, make predictions, and quantify risks to select an optimal 15 stock portfolio each month — 10 individual stocks plus 5 sector ETFs.

“GPT seeks overlooked opportunities and understands nuances in language that impact stock performance better than any human,” explained a Data Scientist.

The picks are made using a sector-diversified approach targeting steady growth. GPT’s selections outperformed the S&P 500 in backtesting and aim to minimize volatility through diversification.

At the start of each month, the AI rebalances the portfolio based on updated data, profit taking, and risk management. This constant optimization provides an advantage over static stock picking.

Inside GPT 2.0’s $35M Stock and ETF Holdings

In September 2022, GPT 2.0 selected 15 total investments split into 10 stocks and 5 ETFs. Spanning sectors from tech to healthcare to energy, the initial holdings are:


  • ExxonMobil (XOM)
  • UnitedHealth Group (UNH)
  • Oracle (ORCL)
  • Adobe (ADBE)
  • Salesforce (CRM)
  • Morgan Stanley (MS)
  • Visa (V)
  • Qualcomm (QCOM)
  • General Dynamics (GD)
  • CME Group (CME)


  • iShares U.S. Healthcare Providers ETF (IHF)
  • iShares Expanded Tech-Software Sector ETF (IGV)
  • iShares Global Clean Energy ETF (ICLN)
  • Vanguard Health Care Index Fund ETF (VHT)
  • Fidelity Real Estate ETF (FPRO)

This basket includes trusted blue chip stocks like Visa and Qualcomm along with ETFs providing targeted exposure to sectors with growth tailwinds.

Early Returns: How Are GPT 2.0’s Picks Performing?

While it’s still early days, we can look at year-to-date performance of the initial GPT 2.0 picks to gauge how the AI stock selection is faring so far.

The standout performers have been Adobe and Salesforce, with each stock up over 50% in 2023. ExxonMobil is also solidly in the green, benefiting from high oil prices.

However, UnitedHealth and General Dynamics have lagged, down 7% and 10% respectively. Among the ETFs, healthcare and technology have outperformed while clean energy and real estate have struggled.

But the real test will be long-term outperformance of the overall portfolio versus the S&P 500 benchmark. Volatility is expected along the way as the AI optimizes holdings.

The Future of AI and Investing

The GPT 2.0 Portfolio represents just the beginning of AI’s potential to revolutionize personal finance and investing.

As algorithms grow more powerful, they may unlock game-changing insights hidden in data that even top human experts can’t detect. This could enable more profitable, data-driven investing strategies.

However, AI still faces limitations in emulating human judgment required for robust market analysis. Hybrid approaches pairing AI with human expertise are likely ideal.

The months and years ahead will reveal whether AI-managed portfolios can stand the test of different market environments and truly outsmart Wall Street. But for now, the GPT 2.0 experiment hints at a fascinating future for AI in finance.

FAQ About the GPT 2.0 Portfolio

Who created the GPT 2.0 Portfolio?
The GPT 2.0 Portfolio was created by fintech entrepreneurs, data scientists, and AI experts seeking to test AI stock picking. They previously launched the original GPT Portfolio in 2022.

How are the 15 stocks selected each month?
An advanced natural language AI system analyzes news, data, filings and more to predict best performing stocks. The picks are sector diversified and risk optimized by the algorithm.

What brokerages allow investing in the GPT 2.0 Portfolio?
Major brokerages like Robinhood, Webull, and TD Ameritrade are supported. The portfolio creators handle implementing trades.

How much does it cost to invest in the GPT 2.0 Portfolio?
There are tiered subscription plans, but investors can try it starting at $1/month. Fees support further development of the AI models.

Is it possible to beat the market with AI stock picking alone?
GPT 2.0 aims to prove AI’s ability to outperform human stock pickers. But unpredictable market swings make sustained outperformance difficult for any strategy.

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