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 […]
Millikan Portfolio Review: 27 January 2022
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 […]
Millikan Interim Update: 6 February 2022
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 […]