“Preserving wealth in retirement requires more than pursuing returns—it requires preparing for periods when financial markets and government policies work against investors. History has shown that extended market corrections, rising inflation, low real interest rates, and increasing government debt can create an environment in which traditional investment strategies struggle to protect purchasing power. A thoughtfully […]
Millikan Portfolio Review: 2 June 2026
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 this is an overbought market. Millikan Security Holdings […]
Millikan Asset Allocation Portfolio: 6 May 2026
Millikan is the asset allocation portfolio up for review this morning and it is undergoing a few changes. The new allocation of assets is designed to further diversify the portfolio, provide additional resistance to a possible recession, and to counter the high probability of financial repression. Read the blogs on Financial Repression (FR) and look […]
Millikan Portfolio Review: 9 April 2026
Millikan is another Asset Allocation portfolio that is set up to resist a possible recession. The portfolio is well diversified in that it covers all U.S. Equities, Developed International Equities, Emerging Markets, Gold, Artificial Intelligence, Dividend ETFs, and several essential sector ETFs. I am not holding bonds in the Millikan as it is less important […]
Millikan Portfolio Review: 16 March 2026
Millikan is a basic asset allocation portfolio. As the portfolio currently stands cash holdings are high. Limit orders are in place but may not be struck immediately as buy prices are well below the current prices. And the delta is now even greater due to the surge this morning. If you are locked out of […]
Millikan Portfolio Review: 17 February 2026
Millikan is the Asset Allocation portfolio up for review this morning. I added SCHD as another dividend oriented asset knowing there is overlap with VYM and VIG. Dividends are used to keep asset classes in balance. Since cash is at a premium and I don’t plan on selling existing holdings, I’ll wait for any infusion […]
Millikan Portfolio Review: 27 January 2026
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 readers can see the three-year average volatility. I’ll point out the specific column in a moment. Millikan […]
Millikan Portfolio Review: 13 January 2026
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 current asset allocation model for the Millikan. […]
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