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You are here: Home / Archives for ITA Portfolios / Millikan Portfolio

Preparing the Millikan For Transition: 26 December 2022

December 26, 2022 By Lowell Herr Leave a Comment

Within the last few weeks I set up the Carson and Franklin to operate as Sector BPI portfolios.  Over the next few weeks the Millikan and Gauss will join the original two.  The Millikan and Gauss are laggards and not

Filed Under: Millikan Portfolio Tagged With: Millikan Portfolio

Millikan Portfolio Update: 10 January 2023

January 10, 2023 By Lowell Herr 3 Comments

Millikan, one of four Sector BPI portfolios, is the model up for review this morning.  This portfolio previously was managed using the BHS/Relative Momentum model and was not performing as expected.  I just checked and it ranked #14 based on IRR data and is now #8.  There are

Filed Under: Millikan Portfolio, Sector BPI Tagged With: Millikan Portfolios, Sector BPI

Millikan Portfolio Review: 20 January 2023

January 20, 2023 By Lowell Herr Leave a Comment

Millikan is one of the newest Sector BPI Model portfolios.  As a result, you will see two “holdover” securities, VWO and VEA, still part of the portfolio.  I have 3% TSLOs set for both ETFs so it likely will not be too long before both are sold out

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Millikan Portfolio Update: 11 April 2023

April 11, 2023 By Lowell Herr Leave a Comment

Given the over-bought signal generated yesterday for Utilities (VPU) I wanted to update at least one of the four Sector BPI portfolios to see how well it is performing based on annualized IRR data and risk factors such as the Jensen Performance Index.  Follow along

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

Millikan Sector BPI Portfolio Review: 8 August 2023

August 8, 2023 By Lowell Herr Leave a Comment

Yesterday I updated the Carson portfolio, one of several accounts managed using the Sector BPI Plus investing model.  This morning the Millikan, another Sector BPI portfolio, is scheduled for an update.  Over the last two reviews the Millikan gained slightly on the SPY benchmark, a positive sign for

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Millikan Portfolio Review: 23 August 2023

August 23, 2023 By Lowell Herr Leave a Comment

Millikan is another Sector BPI Plus portfolio.  This portfolio began as a Dual Momentum™ model portfolio and I shifted it over to the Sector BPI model as the hypothesis seemed to be stronger than the DM approach.  More

Filed Under: Millikan Portfolio, Sector BPI Tagged With: Millikan Portfolio, Sector BPI

Millikan Sector BPI Plus Portfolio Review: 8 September 2023

September 8, 2023 By Lowell Herr 7 Comments

Millikan is another Sector BPI Plus portfolio that is meeting expectations.  If you are a new reader, check past blog posts on the Sector BPI investing model or keep reading the Sector BPI portfolio reviews that show up nearly every week.  We use Bullish Percent

Filed Under: Millikan Portfolio, Sector BPI Tagged With: Millikan Portfolio, Sector BPI

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