ITA Wealth Management

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Long-Term Portfolio for Retiree Who Does Not Require Income or Withdrawals

I requested ChatGPT to create a portfolio for a retiree who does not require income and will most likely be able to live off a pension plus social security.  Below is the response from AI.  Based on the high probability of increases in interest rates I question the wisdom of investing 20% in bonds (BND).  I expected AI to reduce this percentage to something closer to 5% or 10% and move the extra … [Read More...]

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To register as a Guest, click on this link and fill our the short form.  Please place ITA in front of your user name so I know you are not a Spam registrant. ITA Wealth Management is now free to all readers who register as a Guest.  After registering, wait at least 24 hours so I can elevate you from the Guest level to the Platinum level.  Many of the blog posts are available without any … [Read More]

Portfolio Management

Millikan Sector BPI Portfolio Review: 16 April 2024

Millikan is one of the better performing Sector BPI portfolios.  Here is a bit more information as to how I am managing Sector BPI portfolios as we enter a very uncertain election season. The Sector BPI strategy remains in place as follows.  If the model is viable it will work in all types of markets. When a sector drops into the oversold zone (30% bullish or lower) purchase the ETF … [Read More...]

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Financial Repression: Part 1

By 18 Comments

This series on Financial Repression may be the most important blogs I have posted over the past 18+ years.  Keep in mind that I am not providing financial advice.  That is a major disclaimer.  Rather I am telling readers what I am learning and how I … [Read more]

Portfolio Hedge: 20 April 2026

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With last months hedge position expiring with a small $314 profit last Friday I need to make a decision as to whether to continue to hedge my portfolios or to leave them unhedged - since last month's hedge turned out to be unnecessary as US Equity … [Read more]

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