Recession Preparation - ITA Wealth Management Forum https://itawealth.com/community/recession-preparation/ ITA Wealth Management Discussion Board en-US Sun, 26 Jul 2026 07:04:33 +0000 wpForo 60 Bank of America Warning https://itawealth.com/community/recession-preparation/bank-of-america-warning/ Sat, 13 Jun 2026 20:34:12 +0000 Just found this on Yahoo-Finance.

"A growing number of "bear market signposts" are signaling that the market could be approaching a top and that investors should take profits now before a pullback, according to Bank of America.

Seven of the bank's 10 bear market indicators have been triggered in recent months, strategists led by Savita Subramanian wrote in a recent client note. Five were triggered by April, and two more of those indicators flashed red in May."

Lowell

]]> Recession Preparation Lowell Herr https://itawealth.com/community/recession-preparation/bank-of-america-warning/ Wall Street Dumps 200 Billion https://itawealth.com/community/recession-preparation/wall-street-dumps-200-billion/ Fri, 05 Jun 2026 23:56:38 +0000 Check out this video.

https://www.youtube.com/watch?v=2gKSlYl0us8

We likely have no more than five to six months to arrange portfolios to handle what is coming.  Most of the ITA portfolios are in a position to handle a major draw-down.

Lowell

]]> Recession Preparation Lowell Herr https://itawealth.com/community/recession-preparation/wall-street-dumps-200-billion/ Recession Preparation https://itawealth.com/community/recession-preparation/recession-preparation/ Thu, 30 Apr 2026 17:29:00 +0000 Here are more suggestions as to where to move to prepare for the coming Recession.  I recommend staying away from long-term bonds and fixed interest investments other than what one might use as a short-term holding tank for future investments.  I use SHV as a low volatile ETF that is paying close to 4%, down a percentage point over the past year.

Lowell

https://www.johnsonfinancialgroup.com/about-us/newsroom/7-best-investments-to-buy-in-a-recession/

]]> Recession Preparation Lowell Herr https://itawealth.com/community/recession-preparation/recession-preparation/ Financial Repression Video https://itawealth.com/community/recession-preparation/financial-repression-video/ Wed, 29 Apr 2026 18:10:28 +0000 Here is the link to another video on how to prepare for the coming Financial Repression.  Advice is to avoid holding money market or cash, CDs, long-term bonds or other investments where the earnings will be squashed by inflation.  This is Kevin Warsh's plan to ride the country of its huge debt.

Lowell

https://www.youtube.com/watch?v=VqE9NmYrfzs

]]> Recession Preparation Lowell Herr https://itawealth.com/community/recession-preparation/financial-repression-video/ Recession Portfolio https://itawealth.com/community/recession-preparation/recession-portfolio-2/ Tue, 13 Jan 2026 21:14:18 +0000 "Create a recession proof portfolio using tickers and percentages for each asset class."  This is the request for CHATGPT.  Here is the resulting portfolio.

  1. USMV 12%
  2. VDC  8%
  3. VHT  6%
  4. VPU  4%
  5. IEF  12%
  6. VGIT  8%
  7. LQD   7%
  8. SCHP  8% 
  9. VNQ  6%
  10. JEPI   6% 
  11. BNDX  3%
  12. GLDM  6%
  13. DBC   4%
  14. SGOV  10%

One change I might make is to do something with the 4% for DBC and I don't like messing with commodities when it comes tax time.

Lowell

]]> Recession Preparation Lowell Herr https://itawealth.com/community/recession-preparation/recession-portfolio-2/ Recession Portfolio https://itawealth.com/community/recession-preparation/recession-portfolio/ Mon, 12 Jan 2026 20:43:57 +0000 Lee et al.,

Here is what I asked CHATGPT and the resulting portfolio.

"Create a portfolio to handle economic collapse using tickers and percentages for each ticker."  Here is the portfolio.

  1. GLD - 15%
  2. IAD - 5%
  3. SLV - 5%
  4. DBA - 5%
  5. GSG - 5%
  6. TLT - 10%
  7. IEF - 5%
  8. BIL - 10%
  9. SHY - 5%
  10. VDC - 7%
  11. XLU or VPU - 6%
  12. VHT - 7%
  13. TAIL - 5%
  14. VIXY - 5%
  15. VNQ - 5%

The least known ticker to me is TAIL.

Lowell

 

]]> Recession Preparation Lowell Herr https://itawealth.com/community/recession-preparation/recession-portfolio/