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You are here: Home / Archives for Millikan Portfolio

Millikan Portfolio Review: 20 January 2023

January 20, 2023 By Lowell Herr Leave a Comment

Millikan is one of the newest Sector BPI Model portfolios.  As a result, you will see two “holdover” securities, VWO and VEA, still part of the portfolio.  I have 3% TSLOs set for both ETFs so it likely will not be too long before both are sold out of the Millikan. The black cloud hanging […]

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

Preparing the Millikan For Transition: 26 December 2022

December 26, 2022 By Lowell Herr Leave a Comment

Within the last few weeks I set up the Carson and Franklin to operate as Sector BPI portfolios.  Over the next few weeks the Millikan and Gauss will join the original two.  The Millikan and Gauss are laggards and not performing as well as expected.  That is the motivation for the change. Millikan Investment Quiver […]

Filed Under: Millikan Portfolio Tagged With: Millikan Portfolio

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 […]

Filed Under: Millikan Portfolio Tagged With: Millikan Portfolio

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 […]

Filed Under: Buy-Sell-Hold Model, Millikan Portfolio Tagged With: Millikan Portfolio

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 […]

Filed Under: Millikan Portfolio Tagged With: Millikan Portfolio

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