Pre- and Post-Covid photograph.
Recommendations for the Millikan are identical to what they were for the Franklin, published earlier this morning. With available cash, boost VOX up to 20% of the portfolio if possible. The ETF certainly made a nice gain today so any shares purchased yesterday added alpha to portfolios holding VOX.
Millikan Investment Quiver
As you can see from the screenshot below, the Millikan is only holding 3% of the portfolio in VOX. Several limit orders are in place to add more shares. I’ll likely take a look at this portfolio next week to see if the Telecom recommendation holds and where the Millikan stands at that point. In other words, were any of the VOX limit orders struck.
Millikan Performance Data
Over the past 16 months the Millikan has outperformed all potential benchmarks. The margin is quite comfortable over SPY.
Millikan Risk Ratios
Within the last month we see a nice upward move in the Jensen Alpha value. A few more months of positive results and the negative slope will turn positive. At least that is the goal for the Millikan.
Since moving over to the Sector BPI model the Millikan has turned in positive Information Ratio numbers.
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Lowell,
I missed the signal yesterday.so have a buy set at a lower price. We’ll see what happens I may have to pass on this one:^ ( Luck of day and all that!
Bob
Bob W.,
I posted a comment yesterday. I don’t know if the blog sends our notifications when a Comment is written. Seems as if I’ve not quite mastered how the various notification plugins work. Not that I have not tried.
Lowell