Until late 2018 the Millikan was managed using the Dual Momentum model. Since then the Millikan portfolio is managed using the Kipling LRPC-BHS spreadsheet. The portfolio is housed at Schwab and commission free ETFs are used when possible.
Portfolios coming up for review. Millikan and Franklin 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.
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