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You are here: Home / Archives for Portfolio Management / Portfolio Construction

Millikan Portfolio Review: 13 January 2026

January 13, 2026 By Lowell Herr 6 Comments

Millikan is another asset allocation model that is set up to handle a correction, but would need more work should we encounter a recession.  At this point the Millikan is very close to being in balance.  Check out the second screenshot. Millikan Asset Allocation Model Below is the

Filed Under: Millikan Portfolio, Asset Allocation, Passive vs. Active, Portfolio Construction, Portfolio Management Tagged With: Asset Allocation, Millikan Portfolio

Millikan Portfolio Review: 27 January 2026

January 27, 2026 By Lowell Herr Leave a Comment

The Millikan is one of several asset allocation driven portfolios set up to handle a mild recession.  This portfolio is not as conservative as a few others managed here at Investment Trend Analysis (ITA).  In the second screenshot

Filed Under: Millikan Portfolio, Asset Allocation, Passive vs. Active, Portfolio Construction, Portfolio Management Tagged With: Asset Allocation, Millikan Portfolio

Gauss Portfolio Review: 5 March 2026

March 5, 2026 By Lowell Herr Leave a Comment

Gauss is the portfolio up for review today.  The owner of this portfolio is not contributing significant amounts of cash each month so the re-balancing will need to come from dividends and interest income. Gauss is a very conservative portfolio as one can see from the low beta value of 0.27.  Conservative is defined in […]

Filed Under: Gauss Portfolio, Asset Allocation, Passive vs. Active, Portfolio Construction, Portfolio Management Tagged With: Asset Allocation, Gauss Portfolio

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