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 / Forum

Forum

  • Forums
  • Members
  • Recent Posts
Forums
ITA Forums
General Discussions
Millikan and McClin...
 
Notifications
Clear all

Millikan and McClintock

 
General Discussions
Last Post by Lowell Herr 7 years ago
1 Posts
1 Users
0 Reactions
952 Views
Sticky
RSS
Forum 1
 Lowell Herr
(@lowell)
Noble Member Admin Registered
Joined: 13 years ago
Posts: 709
Topic starter August 18, 2019 4:26 AM  

This week I'll be updating the Millikan and McClintock portfolios.  The McClintock is a new Dual Momentum portfolio housed at Schwab while the Millikan is managed using the BHS option available through the Kipling workbook.  In addition to the Millikan and McClintock, I may take an early look at other portfolios to make sure they are tilting toward U.S. Treasuries.  Capital preservation is essential at this time.

Suggestion:  If you do not receive notifications of Forum posts, go to the Forum tab when you login and check to see if there are any unread messages.  This way you will not miss anything.

Lowell



   
Quote
Topic Tags
portfolio reviews

Leave a reply

Author Name

Author Email

Title *

 
Preview 0 Revisions Save Draft Saved
Forum Jump:
  Previous Topic
Next Topic  
Related Topics
  • Busy Week
    4 months ago
  • Busy Week Coming
    2 years ago
  • Portfolio Reviews
    4 years ago
  • Busy Week Coming
    7 years ago
  • Portfolio Reviews: Busy Week
    7 years ago
Topic Tags:  portfolio reviews (15) ,

Search Blog

Recent Posts

  • Franklin Sector BPI Portfolio Review: 20 March 2026
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • Portfolio Hedging
  • Copernicus Portfolio Review: 11 March 2026
  • Gauss Portfolio Review: 5 March 2026
Share:
Forum Information
Recent Posts
Unread Posts
Tags
  • 18 Forums
  • 616 Topics
  • 786 Posts
  • 6 Online
  • 289 Members
Our newest member: Bill Griffith
Latest Post: Health and Real Estate Join Oversold
Forum Icons: Forum contains no unread posts Forum contains unread posts
Topic Icons: Not Replied Replied Active Hot Sticky Unapproved Solved Private Closed

Powered by wpForo  Powered by wpForo version 2.4.17

(Visited 35,230 times, 1 visits today)

Share this:

  • Share on Facebook (Opens in new window) Facebook
  • Share on LinkedIn (Opens in new window) LinkedIn
  • More
  • Share on Bluesky (Opens in new window) Bluesky

Like this:

Like Loading...

Meta Data

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

Search

Recent Posts

  • Franklin Sector BPI Portfolio Review: 20 March 2026 March 20, 2026
  • McClintock Sector BPI Portfolio Review: 13 March 2026 March 13, 2026
  • Portfolio Hedging March 12, 2026
  • Copernicus Portfolio Review: 11 March 2026 March 11, 2026
  • Gauss Portfolio Review: 5 March 2026 March 5, 2026
  • Pauling Portfolio Review: 3 March 2026 March 3, 2026
  • Carson Portfolio Review: 26 February 2026 February 26, 2026

Recent Comments

  • 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
  • Lowell Herr on Copernicus Portfolio Update: 12 February 2026
  • Lowell Herr on Bullish Percent Indicators: 21 November 2025
  • Lowell Herr on Beta: A Brief Description
  • Lowell Herr on McClintock Sector BPI Portfolio Update: 16 January 2026
  • Lowell Herr on Copernicus Portfolio Update: 15 January 2026
  • Lowell Herr on Millikan Portfolio Review: 13 January 2026
  • BOB_P on Millikan Portfolio Review: 13 January 2026

Popular Posts

  • Schrodinger Portfolio Review: 29 January 2026
  • Gifting a Grandchild
  • Darwin 2026: 2 January 2026
  • Portfolio Hedging
  • Millikan Portfolio Review: 13 January 2026
  • McClintock Sector BPI Portfolio Update: 16 January 2026
  • Beta: A Brief Description
  • Carson Sector BPI Portfolio Update: 30 December 2025
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • Beating the Dow With Bonds

General Investment News

Portfolios coming up for review.  Bethe, 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

  • The Argument for Self-Management
  • Franklin Sector BPI Portfolio Update: 8 July 2023
  • Rutherford Portfolio Review (Tranche 5): 26 May 2023
  • Tweaking Sector BPI Plus Investing Model: Part II
  • Schrodinger Portfolio Update: 6 October 2023
  • Response to Comments made by ITA member (John Shelton)
  • Kahneman-Tversky Portfolio Review: 3 July, 2024
  • Kahneman-Tversky Portfolio Review: 1 September, 2023
  • Carson Sector BPI Portfolio Review: 23 October 2024
  • The Nasty Mathematics of Volatility
  • Kepler CEF Portfolio Review: 28 July 2025

Log in | Website Design by BOING

Insert/edit link

Enter the destination URL

Or link to existing content

    No search term specified. Showing recent items. Search or use up and down arrow keys to select an item.
      %d