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

Millikan Portfolio Review: 2 June 2026

June 2, 2026 By Lowell Herr Leave a Comment

The Millikan portfolio is the second of five portfolios to be reviewed and updated this week.  Once more the broad equities market is up slightly as I write this blog.  As readers will see in the first screenshot, I am patiently waiting for better buying opportunities as

Filed Under: Millikan Portfolio, Asset Allocation, Portfolio Construction, Portfolio Management Tagged With: Asset Allocation, Millikan Portfolio, Portfolio Management

Financial Repression Portfolio from ChatGPT

June 9, 2026 By Lowell Herr Leave a Comment

I requested ChatGPT create a portfolio using the following parameters.  In the next blog post (Kepler Review) I will make a few minor adjustments and explain how I intend to bring the various assets up to the target percentages. Create an investment portfolio made up

Filed Under: Portfolio Construction, Asset Allocation, Portfolio Management Tagged With: Asset Allocation, Portfolio Construction

Franklin Sector BPI Portfolio: 12 June 2026

June 12, 2026 By Lowell Herr Leave a Comment

One of the youngest Sector BPI portfolios is up for review this morning.  Franklin is one of three Sector BPI portfolios managed here at ITA.  All are excellent performers.  Readers interested in Point and Figure (PnF) market movements will find two authors of interest.  They are: Jeremy Du

Filed Under: Franklin Portfolio, Portfolio Construction, Portfolio Management, Sector BPI Tagged With: Franklin Portfolio, Portfolio Construction, Sector BPI

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