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You are here: Home / Archives for ITA Portfolios / Millikan Portfolio

Millikan Update: 13 January 2021

January 13, 2022 By Lowell Herr 8 Comments

This interim update of the Millikan is a checkup to make sure the portfolio is set up for 2022.  The Millikan is a Relative Strength portfolio or one that operates using momentum principles, but with a larger array of ETFs available for purchase.  As for performance, the Millikan ranks in the bottom third of the […]

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Millikan Portfolio Review: 27 January 2022

January 27, 2022 By Lowell Herr 7 Comments

The Millikan portfolio is a quintessential Relative Momentum model where I am using the Buy-Hold-Sell (BHS) investing style and the default look-back combination.  If you look over the Investment Quiver you see a list of all the critical asset classes as well numerous Fama-French Factor ETFs. At a point where VTI is sold out of […]

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Millikan Interim Update: 6 February 2022

February 6, 2022 By Lowell Herr 1 Comment

Millikan Portfolio:  One of the reasons for these interim updates is due to recent market volatility.  I want to make sure the portfolios are aligned with their investment strategy. The notification plugin is no longer working so don’t expect to receive notifications of new blog posts until I find a replacement.  Just check in frequently […]

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Preparing the Millikan For Transition: 26 December 2022

December 26, 2022 By Lowell Herr Leave a Comment

Within the last few weeks I set up the Carson and Franklin to operate as Sector BPI portfolios.  Over the next few weeks the Millikan and Gauss will join the original two.  The Millikan and Gauss are laggards and not performing as well as expected.  That is the motivation for the change. Millikan Investment Quiver […]

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Millikan Portfolio Update: 10 January 2023

January 10, 2023 By Lowell Herr 3 Comments

Millikan, one of four Sector BPI portfolios, is the model up for review this morning.  This portfolio previously was managed using the BHS/Relative Momentum model and was not performing as expected.  I just checked and it ranked #14 based on IRR data and is now #8.  There are a number of portfolios grouped close together […]

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Millikan Portfolio Review: 20 January 2023

January 20, 2023 By Lowell Herr Leave a Comment

Millikan is one of the newest Sector BPI Model portfolios.  As a result, you will see two “holdover” securities, VWO and VEA, still part of the portfolio.  I have 3% TSLOs set for both ETFs so it likely will not be too long before both are sold out of the Millikan. The black cloud hanging […]

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