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 6 years ago
1 Posts
1 Users
0 Reactions
830 Views
Sticky
RSS
Forum 1
 Lowell Herr
(@lowell)
Noble Member Admin Registered
Joined: 12 years ago
Posts: 672
Topic starter August 18, 2019 3:26 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 Coming
    1 year ago
  • Portfolio Reviews
    4 years ago
  • Busy Week Coming
    7 years ago
  • Portfolio Reviews: Busy Week
    7 years ago
  • Upcoming Portfolio Reviews
    7 years ago
Topic Tags:  portfolio reviews (14) ,

Search Blog

Recent Posts

  • ChatGPT Summary of ITA Wealth Management Blog
  • Schrodinger Portfolio Update: 28 October 2025
  • Portfolio Construction: Where to Begin?
  • Copernicus Portfolio Review: 14 October 2025
  • McClintock Sector BPI Portfolio Review: 9 October 2025
Share:
Forum Information
Recent Posts
Unread Posts
Tags
  • 17 Forums
  • 580 Topics
  • 748 Posts
  • 1 Online
  • 282 Members
Our newest member: Matthew D'Argenio
Latest Post: 10/31/25 Recommendations
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 2.4.10

(Visited 31,632 times, 7 visits today)

Share this:

  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • More
  • Click to 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

  • ChatGPT Summary of ITA Wealth Management Blog November 3, 2025
  • Schrodinger Portfolio Update: 28 October 2025 October 28, 2025
  • Portfolio Construction: Where to Begin? October 25, 2025
  • Copernicus Portfolio Review: 14 October 2025 October 14, 2025
  • McClintock Sector BPI Portfolio Review: 9 October 2025 October 9, 2025
  • Hawking Portfolio Review: 3 October, 2025 October 5, 2025
  • Millikan Preparation for 2026 September 27, 2025

Recent Comments

  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Lowell Herr on Schrodinger Portfolio Update: 28 October 2025
  • William Tynes on Schrodinger Portfolio Update: 28 October 2025
  • Lowell Herr on Portfolio Construction: Where to Begin?
  • Craig Burkhart on Portfolio Construction: Where to Begin?
  • Craig Burkhart on Portfolio Construction: Where to Begin?
  • Lee Cash on Hawking Portfolio Review: 3 October, 2025
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Lowell Herr on Kepler CEF Portfolio Review: 12 September 2025
  • Lowell Herr on Kepler CEF Portfolio Review: 12 September 2025

Popular Posts

  • Selecting Closed End Funds (CEFs)
  • Portfolio Construction: Where to Begin?
  • Buffett Indicator & Shiller PE Ratio
  • Kepler CEF Portfolio Review: 12 September 2025
  • Hawking Portfolio Review: 3 October, 2025
  • Huygens Portfolio Review: 19 August 2025
  • Schrodinger Portfolio Review: 21 August 2025
  • Gauss Revised Asset Allocation Portfolio Review: 5…
  • Carson Sector BPI Portfolio Review: 7 August 2025
  • Carson Sector BPI Portfolio Update: 22 September 2005

General Investment News

Portfolios coming up for review.  Huygens and Schrodinger 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

  • Millikan Portfolio Update: 10 January 2023
  • Gauss Portfolio Review: 18 March 2025
  • Another Reason To Prefer ETFs Over Mutual Funds
  • Rutherford Portfolio Review (Tranche 4): 13 October 2023
  • Copernicus Portfolio Review: 28 March 2025
  • Rutherford Portfolio Review (Tranche 1): 5 April 2024
  • Retirement Planning Mistake #3
  • Hawking Portfolio Review: 10 January, 2023
  • Franklin Portfolio Review: 31 January 2025
  • Rutherford Portfolio Review (Tranche 2): 5 July 2024
  • Schrodinger Portfolio Update: 3 July 2023

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