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Millikan Interim Update: 6 February 2022

February 6, 2022 By Lowell Herr 1 Comment

Millikan Portfolio:  One of the reasons for these interim updates is due to recent market volatility.  I want to make sure the portfolios are aligned with their investment strategy. The notification plugin is no longer working so don’t expect to receive notifications of new blog posts until I find a replacement.  Just check in frequently […]

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Millikan Portfolio Review: 27 January 2022

January 27, 2022 By Lowell Herr 7 Comments

The Millikan portfolio is a quintessential Relative Momentum model where I am using the Buy-Hold-Sell (BHS) investing style and the default look-back combination.  If you look over the Investment Quiver you see a list of all the critical asset classes as well numerous Fama-French Factor ETFs. At a point where VTI is sold out of […]

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Millikan Update: 13 January 2021

January 13, 2022 By Lowell Herr 8 Comments

This interim update of the Millikan is a checkup to make sure the portfolio is set up for 2022.  The Millikan is a Relative Strength portfolio or one that operates using momentum principles, but with a larger array of ETFs available for purchase.  As for performance, the Millikan ranks in the bottom third of the […]

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