I have found Lowell’s recent posts on this subject very interesting – so I asked Claude (AI) for his/her suggestions: “Here’s a Financial Repression-resistant ETF portfolio for a retiree. Financial repression = central banks keeping real rates negative, inflating away debt — erodes cash, bonds, and nominal assets. The defense: hard assets, inflation-linkers, real yields, […]
Darwin 2026: 2 January 2026
I have reset the Darwin Portfolio to a $100,000 investment portfolio with small changes to the asset list (“quiver”) and the introduction of a new algorithm for trading in 2026. This post outlines these changes and my plans for managing this portfolio going forward. Background I have now been developing/building systems for investment and trading […]
Copernicus Portfolio Review: 14 November 2025
As you move through this update of the Copernicus, don’t neglect to listen to the video linked at the bottom of the page. There are other YouTube videos also explaining the seven stages that align before a major market draw-down. Since the Copernicus is an equity only portfolio, how should one prepare this account for […]
Buffett Indicator & Shiller PE Ratio
Canyonland National Park Over the last few weeks I’ve been setting Trailing Stop Loss Orders (TSLOs) for VTI, VOO, and SCHG when portfolios holding these securities come up for review. The tariff wars are causing market uncertainty, but tariffs are not the only reason for setting TSLOs. Erratic administration behavior only exacerbates an overbought market. […]
Returning To Investing Roots: 5 August 2024
This ITA Wealth Management blog has been chugging along for approximately 16.5 years. Over the last few months I’ve moved several portfolios back to what I call my investing roots or what is known as the Asset Allocation model. While I loosely used this model for years going back into the 1960s through the 1990s, […]
Secure Act 2.0 IRA Charitable Annuity
Secure Act 2.0 IRA Charitable Annuity is a relative new addition to the basic IRA program. I’m providing several links for interested readers in this one-time charitable contribution of $53,000. The idea is the following. An individual is permitted to make a one-time contribution of $53,000 (will likely be increased next year) to a qualifying […]
Which Assets Should I Consider Holding and What System Should I Use to Manage my Portfolio?
Which Assets Should I Consider Holding and What System Should I Use to Manage my Portfolio? These are questions that all investors will ask. The answers are not simple or straightforward and will depend on our goals, objectives, tolerance for risk and even prejudices. Let’s start by looking at assets that we might hold – […]
Portfolio Management When Facing Debt Limit Differences
The potential for a debt limit crisis is only a few months away. While the root causes are subject to debate, arguing history while therapeutic does little in the way of providing guidance when it comes to portfolio management. How might one work with different portfolios, assuming readers of ITA are using a variety of […]
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