ITA Wealth Management

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Creating a Recession Proof Portfolio

I recently asked ChatGPT the following.  "Create a five ETF portfolio designed to withstand a major stock market correction and or Financial Repression." Here is the response from ChatGPT. For a five-ETF defensive portfolio, I would emphasize short-duration Treasuries, inflation protection, gold, and a smaller allocation to high-quality equities. The goal is not to eliminate losses—which … [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

McClintock Portfolio Review: 14 July 2022

McClintock is one of several Dual Momentum™ portfolios tracked here at ITA Wealth Management.  Momentum is one of the five factors included in the Fama-French Five-Factor Model.  It is not fully understood why momentum is such an important market anomaly and why it works.  But it does and that is why I highly recommend a Dual Momentum portfolio be one of several investment models to include when … [Read More...]

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Bullish Percent Indicators: 28 June 2024

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It would not have been necessary to post the Bullish Percent Indicator data this week as no changes are in store for those readers using the Sector BPI investing model.  However, it is useful as we enter the summer months to keep an eye on sectors … [Read more]

Bullish Percent Indicators: 21 June 2024

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What happened to U.S. Equities this past week?  Lifetime and Platinum members will see that little action took place other than a slight decay in performance for small- and mid-cap stocks.  The first table lays out the broad picture while the second … [Read more]

Gauss Sector BPI Portfolio Review: 20 June 2024

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Gauss is the Sector BPI portfolio scheduled for review this first day of summer.  The Gauss uses a few more equity ETFs than some of the other Sector BPI portfolios in that developed international and emerging market equities are investment options.  … [Read more]

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Portfolios coming up for review.  Huygens, Kepler, McClintock and Bethe are the critical portfolios next up for review.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

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