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

Millikan Sector BPI Plus Portfolio Review: 8 September 2023

September 8, 2023 By Lowell Herr

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 Indicators (BPI) data for our sector ETF recommendations.  Otherwise, we […]

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Millikan Sector BPI Portfolio Review: 18 October 2023

October 19, 2023 By Lowell Herr

Millikan is another Sector BPI Plus portfolio that adding evidence to the positive benefits of this investing model.  With the number of portfolios using the sector model, and reviewing these portfolios on different days, the luck-of-the-review-day is minimized. Before the end of this year I plan to add the Kepler and Pauling portfolios, two poor […]

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Millikan Sector BPI Portfolio Review: 10 November 2023

November 10, 2023 By Lowell Herr

Millikan is another modest size Sector BPI portfolio.  We are still working with two oversold sectors, identified later in this blog post.  No changes are planned as the Millikan is fully populated.

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

Millikan Sector BPI Portfolio Review: 14 December 2023

December 14, 2023 By Lowell Herr

Millikan is the portfolio up for review this morning and I have a full (five screenshots) update awaiting readers.  If you missed the sector update posted earlier this morning, check it out here.  The next portfolio sector report update will occur early in January of 2024 or when I have 13 months of data to […]

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

Millikan Sector Portfolio Review: 5 January 2023

January 5, 2024 By Lowell Herr

Millikan is the portfolio up for review this morning.  As weeks and months pass more and more historical data is added to mounting evidence as to the viability of the Sector BPI investing model.  This review adds another piece to the puzzle. Do to a weak market as we begin 2024, several sector ETFs were […]

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Millikan Sector BPI Portfolio Review: 18 January 2024

January 18, 2024 By Lowell Herr

Millikan is the portfolio up for review this morning.  Since no sectors are positioned in the oversold zone we concentrate on how best to use cash by analyzing the three U.S. Equity ETFs, VTI, VOO, and ESGV.  Some investors might want to broaden the equity options to include developed international equities (VEA) and emerging market […]

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

Millikan Sector BPI Portfolio Review: 6 February 2024

February 6, 2024 By Lowell Herr

Millikan is the Sector BPI portfolio up for review this morning.  Since no sectors of the U.S. Equities market are oversold we look for buying opportunities other than sector ETFs.  The three ETFs of interest are:  VTI, VOO, and ESGV.  I’ve not expanded the Millikan to include VEA and VWO.  I’m testing that option with […]

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

Millikan Sector BPI Portfolio Review: 23 February 2023

February 23, 2024 By Lowell Herr

Millikan is one of the older portfolios using the Sector BPI investing model.  Nevertheless, we are still in the hypothesis stage with this model as we need to traverse several Buy/Sell cycles to gain a better understanding as to how this model works in different market conditions. New readers need to be patient and follow […]

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

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