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You are here: Home / Archives for Millikan Portfolio

Millikan Sector Portfolio Review: 5 January 2023

January 5, 2024 By Lowell Herr

Millikan is the portfolio up for review this morning.  As weeks and months pass more and more historical data is added to mounting evidence as to the viability of the Sector BPI investing model.  This review adds another piece to the puzzle. Do to a weak market as we begin 2024, several sector ETFs were […]

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Millikan Sector BPI Portfolio Review: 14 December 2023

December 14, 2023 By Lowell Herr

Millikan is the portfolio up for review this morning and I have a full (five screenshots) update awaiting readers.  If you missed the sector update posted earlier this morning, check it out here.  The next portfolio sector report update will occur early in January of 2024 or when I have 13 months of data to […]

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

Millikan Sector BPI Portfolio Review: 10 November 2023

November 10, 2023 By Lowell Herr

Millikan is another modest size Sector BPI portfolio.  We are still working with two oversold sectors, identified later in this blog post.  No changes are planned as the Millikan is fully populated.

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

Millikan Sector BPI Portfolio Review: 18 October 2023

October 19, 2023 By Lowell Herr

Millikan is another Sector BPI Plus portfolio that adding evidence to the positive benefits of this investing model.  With the number of portfolios using the sector model, and reviewing these portfolios on different days, the luck-of-the-review-day is minimized. Before the end of this year I plan to add the Kepler and Pauling portfolios, two poor […]

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

Millikan Sector BPI Plus Portfolio Review: 8 September 2023

September 8, 2023 By Lowell Herr

Millikan is another Sector BPI Plus portfolio that is meeting expectations.  If you are a new reader, check past blog posts on the Sector BPI investing model or keep reading the Sector BPI portfolio reviews that show up nearly every week.  We use Bullish Percent Indicators (BPI) data for our sector ETF recommendations.  Otherwise, we […]

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

Millikan Portfolio Review: 23 August 2023

August 23, 2023 By Lowell Herr

Millikan is another Sector BPI Plus portfolio.  This portfolio began as a Dual Momentum™ model portfolio and I shifted it over to the Sector BPI model as the hypothesis seemed to be stronger than the DM approach.  More time and history is needed to see if this move makes sense.  So far it has as […]

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

Millikan Sector BPI Portfolio Review: 8 August 2023

August 8, 2023 By Lowell Herr

Yesterday I updated the Carson portfolio, one of several accounts managed using the Sector BPI Plus investing model.  This morning the Millikan, another Sector BPI portfolio, is scheduled for an update.  Over the last two reviews the Millikan gained slightly on the SPY benchmark, a positive sign for this particular investing model. Millikan Investment Quiver […]

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

Millikan Sector BPI Update: 20 July 2023

July 20, 2023 By Lowell Herr

Millikan is the Sector BPI portfolio up for review this morning and the strong equities market is providing a boost to this portfolio.  As a relatively new investing model the Sector BPI approach is still operating under the microscope.  Consider this model is still operating in the hypothesis stage of development.  Thus far the results […]

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

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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.

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  • Millikan Asset Allocation Portfolio Review: 18 February 2025
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  • Rutherford Portfolio Review (Tranche 4): 26 April 2024
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