"Bottoms in the investment world don't end with four-year lows; they end with 10- or 15-year lows." — Jim Rogers Millikan is the "recession resistant" portfolio up for review this morning. Before diving into the analysis let me attempt to write down a few ideas when trying to deal with this high market. "How should I prepare for a possible recession or at least a market correction?" Corrections … [Read More...]
Bethe Asset Allocation Portfolio Update: 4 November 2025
Bethe is the portfolio up for review this morning. This portfolio is constructed primarily of equity ETFs and as such is taking a hit this morning. Is this the draw-down we have expected for months or only a momentary pause? To be determined over … [Read more]
Kepler Portfolio Update: 3 November 2025
Kepler and Hawking are the two portfolios here on the ITA blog that are using Closed-End-Funds (CEFs) to populate their respective portfolios. In general we are looking for CEFs that are priced at a discount and throw off a dividend of ~8% to ~12%. … [Read more]
ChatGPT Summary of ITA Wealth Management Blog
I asked ChatGPT this question. What is the ITA Wealth Management blog all about? Below is the summary and I might add, it is quite accurate. The blog of ITA Wealth Management is an independent investment-blog run by a former physics teacher turned … [Read more]
Darwin Portfolio Review: 31 October 2025
US Equities reached new all-time highs again this week as the SPX (S&P 500 Index) closed the week ~0.7% higher than last week's close: After hitting the new highs on Wednesday the markets sold off a little on higher than average volume on … [Read more]
Schrodinger Portfolio Update: 28 October 2025
Once more we examine what activity, if any, is taking place within the Schrodinger portfolio. For new readers the Schrodinger is a Robo Advisor portfolio or one that is managed by computer. The Schrodinger is housed with Schwab and is designated as … [Read more]
Huygens Portfolio Review: 27 October 2025
Huygens is a traditional asset allocation portfolio that has a global diversification. Dividends and new cash additions are used to keep the various assets in balance. As readers will see, the Huygens current needs some rebalancing as will be shown … [Read more]
Darwin Portfolio Review: 24 October 2025
US Equities hit new all-time highs again this week with the SPX (S&P 500 Index) closing ~2% higher than last week's close and butting it's head against the 6800 level (previous highs ~2 weeks ago): … [Read more]
Finding Suitable Closed-End-Funds (CEFs)
In a few weeks I will be updating the Kepler, a portfolio populated by closed-end-funds. Which CEFs to choose for inclusion continues to be a source of frustration. This week I've been using ChatGPT as a source of help in selecting CEFs. Today I … [Read more]
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