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 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.  […]

Happy New Year We end 2025 with a review of the Millikan portfolio.  Thus far this portfolio is performing very well and the expectation is that it will continue upward under the revised asset allocation model.  This morning I sold all shares of VOO as I no longer desire extensive exposure to mega-cap AI stocks […]

  Millikan is a “classic” asset allocation portfolio in that it is made up of all cap size U.S. Equities, developed and emerging international markets, domestic and international bonds, real estate, crypto currency, gold, and treasuries. Millikan Asset Allocation Model Below is the current make up of the Millikan portfolio.  The bulk of the portfolio […]