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You are here: Home / Archives for Millikan Portfolio

Millikan Portfolio Review: 1 July 2025

July 1, 2025 By Lowell Herr 1 Comment

While the Millikan portfolio is dated July 1, the information is primarily June data.  The Millikan portfolio is narrowly focused on four Exchange Traded Funds (ETFs).  As readers will see in a moment, I am deviating from the basic asset allocation recommendations as we have yet to

Filed Under: Millikan Portfolio, Asset Allocation, Portfolio Management Tagged With: Millikan Portfolio

Millikan Portfolio Review: 27 May 2025

May 27, 2025 By Lowell Herr Leave a Comment

On again, off again tariff threats are constantly roiling the stock and bond markets.  This morning the direction happens to be to the upside.  When in a dark room filled with furniture – stand still.  That is the attitude businesses have as it is most difficult to plan for the

Filed Under: Asset Allocation, Millikan Portfolio, Portfolio Construction, Portfolio Management Tagged With: Millikan Portfolio

Millikan Portfolio Review: 1 May 2025

May 1, 2025 By Lowell Herr Leave a Comment

Headline news this morning – “Trump’s tariffs have left businesses in a ‘state of near paralysis’.” Advanced planning is nearly impossible do to an erratic administration that is in the hands of one person.  A person who was not even able to make casinos a success. Based

Filed Under: Millikan Portfolio, Asset Allocation, Passive vs. Active, Portfolio Construction, Portfolio Management, Risk Management Tagged With: Asset Allocation, Millikan Portfolio

Millikan Portfolio Review: 20 March 2025

March 20, 2025 By Lowell Herr Leave a Comment

Investors with minimum available time for portfolio management will find the Millikan, as well as several other ITA portfolios, of interest when saving for retirement.  This portfolio focuses on four ETFs.  VOO is our standard ETF to track the S&P 500.  SCHG is to add some growth punch while SCHD

Filed Under: Millikan Portfolio, Asset Allocation, Passive vs. Active, Portfolio Management Tagged With: Millikan Portfolio

Millikan Asset Allocation Portfolio Update: 5 February 2025

February 5, 2025 By Lowell Herr Leave a Comment

The Millikan portfolio is the other Sector BPI portfolio I am switching to a simplified asset allocation investment model.  It will likely take a few more reviews before the portfolio is in balance. The current beta is 0.71.  When in total balance the beta should drop below

Filed Under: Millikan Portfolio, Asset Allocation, Passive vs. Active, Portfolio Construction, Portfolio Management Tagged With: Millikan Portfolio

Millikan Sector BPI Portfolio Review: 6 September 2024

September 6, 2024 By Lowell Herr 1 Comment

Before digging into the Millikan Sector BPI review I checked to see if any sectors dropped into the oversold zone.  None made this move so there are no recommendations to purchase any sectors or sector ETFs.  Of the overbought sectors, TSLOs are

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

Sector BPI Millikan Portfolio Update: 14 June 2024

June 17, 2024 By Lowell Herr Leave a Comment

If you have been looking for portfolio updates over the past week and saw little action, I took a few days off for a trip to Southern California.  Now back from that trip, expect to see quite a bit of action as I update a number

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

Millikan Sector BPI Portfolio Review: 10 May 2024

May 11, 2024 By Lowell Herr Leave a Comment

The Millikan Sector BPI portfolio is a continuation of support for this particular investing model.  This review includes nearly 1.5 years of data so it is not the youngest or the oldest Sector BPI portfolio.  Historical data is beginning

Filed Under: Millikan Portfolio, Portfolio Management, Portfolio Performance, Risk Management, Sector BPI Tagged With: Millikan Portfolio, Portfolio Management, Portfolio Performance

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Portfolios coming up for review.  Bethe, Millikan, McClintock, Copernicus, and Pauling are the critical portfolios next up for review.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

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