ITA Wealth Management

  • Home
  • Blog
    • How To Use ITA Blog
    • Golden Rule of Investing
    • Basic Investing Principles
  • Guest Registration
  • Forum
  • Reset Password
  • About Me
    • Archive
    • Contact
You are here: Home / 2026 / April / Archives for 9th

Archives for April 9, 2026

Millikan Portfolio Review: 9 April 2026

April 9, 2026 By Lowell Herr Leave a Comment

Millikan is another Asset Allocation portfolio that is set up to resist a possible recession.  The portfolio is well diversified in that it covers all U.S. Equities, Developed International Equities, Emerging Markets, Gold, Artificial Intelligence, Dividend ETFs, and several essential sector ETFs. 

Filed Under: Millikan Portfolio, Asset Allocation, Passive vs. Active, Portfolio Management Tagged With: Asset Allocation, Millikan Portfolio

Meta Data

  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org

Search

Recent Posts

  • Millikan Portfolio Review: 9 April 2026 April 9, 2026
  • McClintock Sector BPI Portfolio Update: 8 April 2026 April 8, 2026
  • Copernicus Portfolio Review: 6 April 2026 April 6, 2026
  • Dirac 2026 Portfolio Review: 2 April 2026 April 4, 2026
  • Portfolio Hedge: 27 March 2026 March 28, 2026
  • Carson Sector BPI Portfolio Review: 25 March 2026 March 25, 2026
  • Schrodinger Robo Advisor Portfolio Review: 23 March 2026 March 23, 2026

Recent Comments

  • Lowell Herr on McClintock Sector BPI Portfolio Update: 8 April 2026
  • hedgehunter on Dirac 2026 Portfolio Review: 2 April 2026
  • hedgehunter on Portfolio Hedge: 27 March 2026
  • Lowell Herr on Carson Sector BPI Portfolio Review: 25 March 2026
  • hedgehunter on Portfolio Hedge: 27 March 2026
  • William Tynes on Portfolio Hedge: 27 March 2026
  • hedgehunter on Portfolio Hedging
  • Lowell Herr on McClintock Sector BPI Portfolio Review: 13 March 2026
  • Robert Warasila on McClintock Sector BPI Portfolio Review: 13 March 2026
  • Lowell Herr on McClintock Sector BPI Portfolio Review: 13 March 2026

Popular Posts

  • Schrodinger Portfolio Review: 29 January 2026
  • Portfolio Hedging
  • Millikan Portfolio Review: 13 January 2026
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • McClintock Sector BPI Portfolio Update: 16 January 2026
  • Beta: A Brief Description
  • Portfolio Hedge: 27 March 2026
  • Copernicus Portfolio Update: 15 January 2026
  • Schrodinger Portfolio Update: 24 February 2026
  • Beating the Dow With Bonds

General Investment News

Portfolios coming up for review.  Bethe, Huygens, Copernicus and McClintock 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.

Check the Forum for more detailed information.  If you wish to begin a financial discussion, use the Forum.

This blog is free to all who signup as a Guest.

Random Posts

  • Rutherford Portfolio Review (Tranche 5): 21 April 2023
  • Kahneman-Tversky Portfolio Review: 6 April 2023
  • Nine Critical Investment Decisions
  • Huygens Portfolio Review: 22 July 2025
  • Rutherford Portfolio Review (Tranche 2): 15 March 2024
  • Millikan Portfolio Review: 1 July 2025
  • Portfolio Summary: 16 January 2023
  • Carson Sector BPI Portfolio Review: 29 August 2024
  • Schrodinger Portfolio Review: 2 January 2025
  • Bullish Percent Indicators: 23 August 2024
  • Bullish Percent Indicator Data: 6 October 2023

Log in | Website Design by BOING