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. […]
Millikan Portfolio Review: 31 December 2025
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 Portfolio Review: 16 December 2025
Millikan is the asset allocation portfolio up for review this morning. In preparation for a possible correction or recession, I shifted the asset allocation so the portfolio holds a higher percentage of ETFs to those that have lower annualized volatility. The major shift is to reduce exposure to the seven to ten mega-cap stocks as […]
Millikan Portfolio Review: 4 December 2025
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 […]
Millikan Asset Allocation Portfolio Review: 6 November 2025
Millikan is one of several asset allocation portfolios. The diversification is a tad more expansive in that the Millikan holds a few shares of GLD and BTCO. As the various asset classes approach their target percentages, the goal for the Millikan is to use future dividends to maintain a balanced portfolio while not selling securities […]
Millikan Portfolio Review: 3 October 2025
Readers will find a slight modification of the Asset Allocation for the Millikan portfolio. While there is still quite a bit of cash available, I will be putting it to use (slowly) over the next several months. Additional explanations below. Millikan Asset Allocation Holdings I noticed some errors in the dividend column. That will be […]
Millikan Portfolio Review: 28 August 2025
Lest this sound like a scratched or broken record, the Millikan is another portfolio where I am shifting from equities to a capital preservation short-term treasury, SHV. While the Millikan currently holds shares in SCHD and VOO, I have TSLOs under both securities and if sold the proceeds will be invested in SHV. I am […]
McClintock Sector BPI Portfolio Review: 4 August 2025
When the market opened to the upside this morning I was more than a little surprised. Such is the nature of the U.S. Equities market. Never try to predict what it is going to do. The McClintock is patiently waiting for one or more sectors to drop into the oversold zone so we can purchase […]
- « Previous Page
- 1
- 2
- 3
- 4
- …
- 9
- Next Page »
You must be logged in to post a comment.