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
1,074 Views
Sticky
RSS
Forum 1
 Lowell Herr
(@lowell)
Noble Member Admin Registered
Joined: 13 years ago
Posts: 741
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
    7 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

  • Carson Sector BPI Portfolio Update: 19 June 2026
  • Franklin Sector BPI Portfolio: 12 June 2026
  • Schrodinger Portfolio Review: 11 June 2026
  • Financial Repression Portfolio from ChatGPT
  • Portfolio Diversification: 6 June 2026
Share:
Forum Information
Recent Posts
Unread Posts
Tags
  • 18 Forums
  • 648 Topics
  • 818 Posts
  • 2 Online
  • 293 Members
Our newest member: Bob
Latest Post: One Sell - One Buy
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 version 3.1.1

(Visited 44,969 times, 3,008 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

  • Carson Sector BPI Portfolio Update: 19 June 2026 June 19, 2026
  • Franklin Sector BPI Portfolio: 12 June 2026 June 12, 2026
  • Schrodinger Portfolio Review: 11 June 2026 June 11, 2026
  • Financial Repression Portfolio from ChatGPT June 9, 2026
  • Portfolio Diversification: 6 June 2026 June 6, 2026
  • McClintock Sector BPI Portfolio Update: 5 June 2026 June 5, 2026
  • Millikan Portfolio Review: 2 June 2026 June 2, 2026

Recent Comments

  • Lowell Herr on McClintock Sector BPI Portfolio Update: 5 June 2026
  • Lowell Herr on Portfolio Diversification: 6 June 2026
  • William Tynes on Portfolio Diversification: 6 June 2026
  • Lowell Herr on Portfolio Diversification: 6 June 2026
  • William Tynes on Portfolio Diversification: 6 June 2026
  • Lee Cash on Financial Repression: Part 1
  • Lowell Herr on Financial Repression: Part 1
  • Lee Cash on Financial Repression: Part 1
  • Lowell Herr on Financial Repression: Part 1
  • Lee Cash on Financial Repression: Part 1

Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • Financial Repression: Part 1
  • Franklin Sector BPI Portfolio Review: 14 April 2026
  • Portfolio Hedge: 27 March 2026
  • Carson Sector BPI Portfolio Review: 25 March 2026
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • Schrodinger Portfolio Update: 17 April 2026
  • Portfolio Diversification: 6 June 2026
  • Franklin Sector BPI Portfolio Review: 20 March 2026
  • Franklin Sector BPI Portfolio Review: 12 May 2026

General Investment News

Portfolios coming up for review.  Copernicus, Kepler and Gauss 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

  • Kepler Portfolio Update: 19 December 2025
  • Rutherford Portfolio Review (Tranche 2): 4 August 2023
  • Gordon Equation Revisited: A Time To Be Cautious
  • Rutherford Portfolio Review (Tranche 3): 29 November 2024
  • Investing 101
  • Bullish Percent Indicators: 9 August 2024
  • Millikan Portfolio Review: 9 April 2026
  • Rutherford Portfolio Review (Tranche 2): 1 September 2023
  • Bullish Percent Indicators: 18 March 2023
  • Bullish Percent Indicators: 31 May 2024
  • Absolute Acceleration

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