ITA Wealth Management

  • Home
  • Blog
    • How To Use ITA Blog
    • Golden Rule of Investing
    • Basic Investing Principles
  • Guest Registration
  • Forum
  • Reset Password
  • About Me
    • Archive
    • Contact
You are here: Home / Archives for Millikan Portfolio

Sector BPI Millikan Portfolio Update: 14 June 2024

June 17, 2024 By Lowell Herr

If you have been looking for portfolio updates over the past week and saw little action, I took a few days off for a trip to Southern California.  Now back from that trip, expect to see quite a bit of action as I update a number of portfolios.  Fortunately for the sector portfolios no sectors […]

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

Millikan Sector BPI Portfolio Review: 17 May 2024

May 17, 2024 By Lowell Herr

Millikan is the Sector BPI portfolio up for review.  Each update lays down additional history as to the viability of the Sector BPI investing model.  As a reader be sure to check out the bottom screenshot to see how the Millikan is contributing to this unique investing model.

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

Millikan Sector BPI Portfolio Review: 10 May 2024

May 11, 2024 By Lowell Herr

The Millikan Sector BPI portfolio is a continuation of support for this particular investing model.  This review includes nearly 1.5 years of data so it is not the youngest or the oldest Sector BPI portfolio.  Historical data is beginning to build support for this model so readers not using it should take particular notice.  The […]

Filed Under: Millikan Portfolio, Portfolio Management, Portfolio Performance, Risk Management, Sector BPI Tagged With: Millikan Portfolio, Portfolio Management, Portfolio Performance

Millikan Sector BPI Portfolio Review: 16 April 2024

April 16, 2024 By Lowell Herr

Millikan is one of the better performing Sector BPI portfolios.  Here is a bit more information as to how I am managing Sector BPI portfolios as we enter a very uncertain election season. The Sector BPI strategy remains in place as follows.  If the model is viable it will work in all types of markets. […]

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

Millikan Sector BPI Portfolio: 25 March 2024

March 25, 2024 By Lowell Herr

Millikan is the Sector BPI portfolio up for review this morning.  Earlier I checked the sector BPI percentages to see if either Staples or Utilities moving into either the oversold or overbought zone.  No moves requiring any decisions showed up this morning. Of the three basic investing models I’m using with the ITA portfolios, the […]

Filed Under: Millikan Portfolio, ITA Portfolios, Portfolio Construction, Portfolio Management, Risk Management, Sector BPI Tagged With: Millikan Portfolio, Portfolio Management, Sector BPI

Millikan Sector BPI Portfolio Review: 8 March 2024

March 8, 2024 By Lowell Herr

I’d compare stock pickers to astrologers, but I don’t want to bad-mouth astrologers. – Professor Eugene F. Fama Millikan is the Sector BPI portfolio scheduled for review this morning.  With a modest percentage in cash and the investment quiver honed to a minimum this portfolio is in an excellent operational position for the coming months.

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

Millikan Sector BPI Portfolio Review: 23 February 2023

February 23, 2024 By Lowell Herr

Millikan is one of the older portfolios using the Sector BPI investing model.  Nevertheless, we are still in the hypothesis stage with this model as we need to traverse several Buy/Sell cycles to gain a better understanding as to how this model works in different market conditions. New readers need to be patient and follow […]

Filed Under: ITA Portfolios, Millikan Portfolio, Portfolio Management, Sector BPI Tagged With: Millikan Portfolio, Sector BPI

Millikan Sector BPI Portfolio Review: 6 February 2024

February 6, 2024 By Lowell Herr

Millikan is the Sector BPI portfolio up for review this morning.  Since no sectors of the U.S. Equities market are oversold we look for buying opportunities other than sector ETFs.  The three ETFs of interest are:  VTI, VOO, and ESGV.  I’ve not expanded the Millikan to include VEA and VWO.  I’m testing that option with […]

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

  • « Previous Page
  • 1
  • …
  • 3
  • 4
  • 5
  • 6
  • 7
  • …
  • 9
  • Next Page »

Meta Data

  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org

Search

Recent Posts

  • Schrodinger Portfolio Update: 8 July 2026 July 8, 2026
  • Bohr Portfolio Review: 7 July 2026 July 7, 2026
  • Dirac 2026 Portfolio Review: 2 July 2026 July 5, 2026
  • Darwin 2026 Portfolio Review: 2 July 2026 July 5, 2026
  • McClintock Sector BPI Portfolio Update: 2 July 2026 July 2, 2026
  • Kepler Portfolio Review: 1 July 2026 July 1, 2026
  • Huygens Portfolio Update: 30 June 2026 July 1, 2026

Recent Comments

  • Lee Cash on Copernicus Portfolio Update: 23 June 2026
  • Lowell Herr on McClintock Sector BPI Portfolio Update: 5 June 2026
  • Lowell Herr on Portfolio Diversification: 6 June 2026
  • William Tynes on Portfolio Diversification: 6 June 2026
  • Lowell Herr on Portfolio Diversification: 6 June 2026
  • William Tynes on Portfolio Diversification: 6 June 2026
  • Lee Cash on Huygens Portfolio Review: 3 June 2026
  • Stellaluna on Kepler Portfolio Review: 27 May 2006
  • Lowell Herr on Kepler Portfolio Review: 27 May 2006
  • Lowell Herr on Kepler Portfolio Review: 27 May 2006

Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • Financial Repression: Part 1
  • Financial Repression: Another Perspective
  • Portfolio Diversification: 6 June 2026
  • Franklin Sector BPI Portfolio Review: 14 April 2026
  • Financial Repression: Part III
  • Schrodinger Portfolio Update: 17 April 2026
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • McClintock Sector BPI Portfolio Review: 5 May 2026
  • Financial Repression: Part IV

General Investment News

Portfolios coming up for review.  Millikan, Huygens, McClintock, and Bethe are the critical portfolios next up for review.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

Check the Forum for more detailed information.  If you wish to begin a financial discussion, use the Forum.

This blog is free to all who signup as a Guest.

Random Posts

  • Einstein Portfolio Review: 30 September 2025
  • Franklin Sector BPI Portfolio Review: 30 December 2024
  • Millikan Portfolio Review: 16 March 2026
  • Gauss Sector BPI Portfolio Update: 3 January 2024
  • Kepler Portfolio Review: 2 May 2025
  • Millikan Sector BPI Plus Portfolio Review: 8 September 2023
  • Rutherford Portfolio Review (Tranche 1): 2 June 2023
  • Bohr Portfolio Review: 15 September 2025
  • Carson Portfolio Review: 26 February 2026
  • Bohr Portfolio Update: 10 June 2026
  • Bullish Percent Indicators: 17 November 2023

Log in | Website Design by BOING

Loading Comments...

You must be logged in to post a comment.