Millikan is one of several Asset Allocation portfolios, but with a narrowly defined set of securities. Currently I am playing it safe as this is an over-heated market. Playing it safe means that I am overloading the portfolio using the short-term treasury SHV. Should the market decline I will slowly move back into VOO and […]
Millikan Portfolio Review: 1 July 2025
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 see the impact of proposed tariffs and the […]
Millikan Portfolio Review: 27 May 2025
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 future when uncertainty abounds. One […]
Millikan Portfolio Review: 1 May 2025
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 on a rough economic market ahead I have […]
Millikan Portfolio Review: 20 March 2025
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 throws off dividends. These dividends […]
Millikan Asset Allocation Portfolio Review: 18 February 2025
Millikan is the asset allocation portfolio scheduled for review this morning. This is a simplified version of other asset allocation portfolios in that the Millikan is using only six ETFs. With the Millikan there is less emphasis on equities. Bonds and treasuries make up a higher percentage of this portfolio, thus reducing the beta. The […]
Millikan Asset Allocation Portfolio Update: 5 February 2025
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 0.5 indicating it is a very conservative portfolio. […]
Millikan Portfolio Review: 15 January 2025
“Millikan is a portfolio that focuses on asset allocation and tax reduction strategies. It provides insight and recommendations for optimizing investment portfolios and minimizing tax liabilities. Through meticulous analysis and expert guidance, Millikan offers a comprehensive approach to achieving financial goals while maximizing tax efficiency.” So says Gemini AI. As with several other ITA portfolios […]
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