Millikan Portfolio Review: 16 March 2026

Millikan is a basic asset allocation portfolio.  As the portfolio currently stands cash holdings are high.  Limit orders are in place but may not be struck immediately as buy prices are well below the current prices.  And the delta is now even greater due to the surge this morning.

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Millikan Asset Allocation Holdings

Below are the current holdings for the Millikan.  Since I started writing this blog 14 shares of gold (GLD) were sold to raise more cash to place additional limit orders on asset classes most under target.  International Equities (VEA) is one example where I have several buy orders in place.

Millikan Rebalancing Recommendations

Below shows the recommendations to bring the Millikan into balance.  VEA and SCHD are the two ETFs that need the most attention.

Millikan Performance Data

Since 12/31/2021 the Millikan has performed quite well, outpacing the AOR benchmark and nearly keeping pace with the S&P 500 (SPY).

Millikan Risk Ratios

When risk enters the equation we see the Jensen Alpha is lower than it was last year although the slope is still barely positive.  The Information Ratio is at a low for the year indicating the portfolio has not been keep pace with the AOR benchmark over this past year.  Holding such a high percentage in cash is the primary culprit.

Questions and comments are always welcome.