Preserving Capital - Portfolio Management https://itawealth.com/community/portfolio-management/preserving-capital/ ITA Wealth Management Discussion Board en-US Tue, 10 Mar 2026 06:20:11 +0000 wpForo 60 Preserving Capital https://itawealth.com/community/portfolio-management/preserving-capital/#post-894 Wed, 30 Apr 2025 21:46:16 +0000 If you have been following recent portfolio updates you realize I am cutting back on U.S. Equities.  I am setting various Trailing Stop Loss Orders (TSLOs) under VOO and SCHG in particular while continuing to hold SCHD.  Cash raised from sales, new cash, and cash from dividends is invested in SHV, a short-term treasury that is currently paying 4.86%.

Lowell

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