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You are here: Home / Archives for Millikan Portfolio

Millikan As Example For Risk Controls

July 15, 2020 By Lowell Herr Leave a Comment

Friday is the regularly scheduled day to update the Millikan.  This blog post is designed to walk readers through the process of how one controls portfolio risk using the Kipling spreadsheet.  Risk management is an essential part of portfolio analysis, particularly in these uncertain economic times.  Not all risk controls will be used by all […]

Filed Under: Critical Material, Millikan Portfolio, Risk Management Tagged With: Millikan Portfolio, Risk Management

Millikan Portfolio: An Interim Look

July 9, 2020 By Lowell Herr Leave a Comment

The Millikan merits an interim look as 50% of the portfolio is in cash.  With a little more emphasis on value and size, the investment quiver of the Millikan would qualify as a Factor oriented portfolio.  Since size, value, and momentum are considered three primary investment factors, I’ll be taking a good look at this […]

Filed Under: Millikan Portfolio, Relative Strength Tagged With: Millikan Portfolio, Relative Strength

Millikan Portfolio Review: No Change Required

March 20, 2018 By Lowell Herr

Schwab investors following the Dual Momentum Model (DMM) need not change anything unless you wish to move from U.S. Equities over to Emerging Market Equities.  SCHB and SCHE have been bouncing back and forth between the #1 and #2 positions for several months.  While SCHE currently holds the #1 spot, SCHB is a close second […]

Filed Under: Millikan Portfolio Tagged With: Millikan Portfolio

Millikan Portfolio Review: An Advanced Look

December 19, 2017 By Lowell Herr

Ceiling woodwork in the Hollyhock House in Los Angeles, CA It is several weeks until the Millikan is up for its scheduled review.  Instead of waiting the “required” 33 days, I wanted to run a check to see if recent market activity requires any changes in the security to hold in this Dual Momentum Model […]

Filed Under: Dual Momentum, Millikan Portfolio, Portfolio Management Tagged With: Millikan Portfolio

Millikan and Pauling Portfolios Launched

September 18, 2017 By Lowell Herr

This morning both the Millikan and Pauling portfolios were launched with purchases in each.  The Millikan is a Dual Momentum portfolio and since International Equities are currently recommended, 300 shares of SCHF were purchased at market. Until the Linear Regression Slope Momentum Model research is complete, the Pauling will be managed using the Tranche Momentum […]

Filed Under: ITA Portfolios, Millikan Portfolio, Pauling Portfolio Tagged With: Millikan Portfolio, Pauling Portfolio

Millikan Portfolio: A First Look

September 15, 2017 By Lowell Herr

What will the Millikan portfolio look like when populated by one of three ETFs?  Three low cost ETFs are used with the Millikan.  The expense ratios run from three (3) to six (6) basis points so this is a low cost portfolio to manage.  While the dollars are available, no shares have been purchased. Millikan […]

Filed Under: Millikan Portfolio Tagged With: Millikan Portfolio

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