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You are here: Home / 2025 / July / Archives for 1st

Archives for July 1, 2025

Millikan Portfolio Review: 1 July 2025

July 1, 2025 By Lowell Herr 1 Comment

While the Millikan portfolio is dated July 1, the information is primarily June data.  The Millikan portfolio is narrowly focused on four Exchange Traded Funds (ETFs).  As readers will see in a moment, I am deviating from the basic asset allocation recommendations as we have yet to

Filed Under: Millikan Portfolio, Asset Allocation, Portfolio Management Tagged With: Millikan Portfolio

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