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 […]

The post Creating a Recession Proof Portfolio appeared first on ITA Wealth Management

The post Millikan Asset Allocation Portfolio Update: 16 September 2026 appeared first on ITA Wealth Management

Gauss is a conservative portfolio with a current beta of 0.1 or one tenth as volatile as the S&P 500.  Over 50% of the portfolio is concentrated in short-term treasuries or other income generating Exchange Traded Funds (ETFs). Gauss Security Holdings Below are the current Gauss holdings.  The majority of the asset classes are below […]

The post Gauss Asset Allocation Portfolio: 15 September 2026 appeared first on ITA Wealth Management

Copernicus continues to be the top performing portfolio tracked here on the ITA blog.  Two changes I made since the last review were to replace VIG with shares of RSP and SGOV.  SGOV is a short-term treasury and will overlap with SCHO.  RSP is an S&P 500 ETF, but instead of cap weighted it is […]

The post Copernicus Portfolio Update: 14 September 2026 appeared first on ITA Wealth Management

With so much material now available on the ITA Wealth Management site, it is time to once more help readers know how to best navigate this blog so as to derive useful information for readers managing their own portfolio(s). ITA has a powerful search engine.  Suppose you are interested in Sector BPI investing information.  First, […]

The post ITA Weekly: 11 September 2026 appeared first on ITA Wealth Management

Kepler is the asset allocation portfolio scheduled for a review this morning.  The current lineup of ETFs is only three months old so we have little data as to whether this new asset allocation mix will improve the historically poor performance of the Kepler. As currently constructed the portfolio will throw off approximately 4.0% in […]

The post Kepler Asset Allocation Portfolio Review: 11 September 2026 appeared first on ITA Wealth Management

Pauling is an asset allocation portfolio set up to generate dividends.  It is also a portfolio where the asset classes are consolidated or tilted toward value rather than growth.  This is in keeping with the latest Vanguard recommendation of what the stock market is likely to look like over the next ten years. Check out […]

The post Pauling Asset Allocation Portfolio Review: 9 September 2026 appeared first on ITA Wealth Management

Carson is the Sector BPI portfolio up for review today.  The single significant sector move occurred with the Industrial section of the S&P 500.  Industrials came within a whisker of moving into the oversold zone so I used available cash to add 10 shares of VIS to the Carson.  No new sell orders are in […]

The post Carson Sector BPI Portfolio Review: 8 September 2026 appeared first on ITA Wealth Management

US Equities remain in a low volatility sideways consolidation mode that is not ideal for momentum investing but there has not been too much change in the analysis sheet for the Dirac sector portfolio file: Four of the five ETFs currently held in the portfolio remain with Buy recommendations with only XLP (Consumer Staples) signaling […]

The post Dirac 2026 Portfolio Review: 4 September 2026 appeared first on ITA Wealth Management

US Equities returned to their sideways consolidation mode this week: closing only slightly (0.1%) higher than last week’s close. We remain in a bullish uptrend channel but are sitting at the bottom of the channel as we wait to see whether the trend continues or whether we fall out of the channel and see a […]

The post Darwin 2026 Portfolio Review: 4 September 2026 appeared first on ITA Wealth Management