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 Sector BPI Portfolio Review: 17 May 2023
Millikan is another Sector BPI Plus portfolio in review as I’m working my way though all the portfolios before the first of June. In these latest updates I’m attempting to set each portfolio up to weather the possibility of a default on the national debt.
Millikan Sector BPI Portfolio Review: 2 June 2023
After updating the BPI data earlier this morning, only Energy remains in the Buy column. Real Estate just move above the 30% bullish line. Tomorrow I’ll post the latest BPI data which will provide guidance for Sector BPI portfolios next week. For now, the Millikan has nearly a full complement of Energy (VDE) and a […]
Millikan Sector BPI Plus Portfolio Review: 26 June 2023
Little action is required of the Millikan as there are no sectors in the Buy zone. Refer back to the Bullish Percent Indicator post last Saturday. There is a small amount of cash available and that will be put to use as readers will see in a moment.
Millikan Sector BPI Portfolio Review: 5 July 2023
The Millikan portfolio is one of several Sector BPI Plus portfolio watched over here at ITA. While it is very early in July, the results are positive thus far, something not exactly expected for this time of year. As an aside, readers who enjoy trumpet music will find this Youtube Video most pleasing.
Millikan Sector BPI Update: 20 July 2023
Millikan is the Sector BPI portfolio up for review this morning and the strong equities market is providing a boost to this portfolio. As a relatively new investing model the Sector BPI approach is still operating under the microscope. Consider this model is still operating in the hypothesis stage of development. Thus far the results […]
Millikan Sector BPI Portfolio Review: 8 August 2023
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 this particular investing model. Millikan Investment Quiver […]
Millikan Portfolio Review: 23 August 2023
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 time and history is needed to see if this move makes sense. So far it has as […]
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