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

Millikan Portfolio Review: 16 December 2025

Millikan is the asset allocation portfolio up for review this morning.  In preparation for a possible correction or recession, I shifted the asset allocation so the portfolio holds a higher percentage of ETFs to those that have lower annualized volatility.  The major shift is to reduce exposure to the seven to ten mega-cap stocks as the tech area is priced for perfection. … [Read More...]

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Bullish Percent Indicators: 26 April 2024

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Updating the Bullish Percent Indicator data is important this week as there are a few changes in the sector arena.  Technology dipped into the oversold zone this week, but rebounded and is no longer recommended for purchase.  I hope readers checked … [Read more]

Pauling Update: 24 April 2024

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When I first began setting up this Asset Allocation portfolio I called it Pauling II.  Now that the account is nearly established or fully populated I'm reverting back to the original name, Pauling. The philosophy behind this portfolio is to build a … [Read more]

Bullish Percent Indicators: 19 April 2024

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Several days ago I posted a notice in the Forum that Technology dropped into the oversold zone.  On Friday the sector dropped even further making VGT a very good buy at this point.  Three other sectors are down into the 30% bullish zone so we need to … [Read more]

Kepler Sector BPI Review: 19 April 2021

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Yesterday I posted a Forum notice that Technology dipped into the oversold zone.  VGT is now a Buy.  This morning I picked up a few shares of VGT for the Kepler and a limit order is in place to bring the Technology sector up to the recommended 10.4% … [Read more]

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