The Millikan portfolio is one of several Sector BPI Plus portfolio watched over here at ITA. While it is very early in July, the results are positive thus far, something not exactly expected for this time of year. As an aside, readers who enjoy trumpet music will find this Youtube Video most pleasing.
Millikan Sector BPI Plus Portfolio Review: 26 June 2023
Little action is required of the Millikan as there are no sectors in the Buy zone. Refer back to the Bullish Percent Indicator post last Saturday. There is a small amount of cash available and that will be put to use as readers will see in a moment.
Millikan Sector BPI Portfolio Review: 2 June 2023
After updating the BPI data earlier this morning, only Energy remains in the Buy column. Real Estate just move above the 30% bullish line. Tomorrow I’ll post the latest BPI data which will provide guidance for Sector BPI portfolios next week. For now, the Millikan has nearly a full complement of Energy (VDE) and a […]
Millikan Sector BPI Portfolio Review: 17 May 2023
Millikan is another Sector BPI Plus portfolio in review as I’m working my way though all the portfolios before the first of June. In these latest updates I’m attempting to set each portfolio up to weather the possibility of a default on the national debt.
Millikan Sector BPI Portfolio Review: 27 April 2023
Recommendations for the Millikan are identical to what they were for the Franklin, published earlier this morning. With available cash, boost VOX up to 20% of the portfolio if possible. The ETF certainly made a nice gain today so any shares purchased yesterday added alpha to portfolios holding VOX.
Millikan Portfolio Update: 17 April 2023
Millikan is one of the last of the four Sector BPI portfolios to undergo a “mending” of a potential weakness in the original hypothesis. Since there are no BPI recommendations at present and cash is available, this update will show how that cash might be put to use.
Millikan Portfolio Update: 11 April 2023
Given the over-bought signal generated yesterday for Utilities (VPU) I wanted to update at least one of the four Sector BPI portfolios to see how well it is performing based on annualized IRR data and risk factors such as the Jensen Performance Index. Follow along as I walk through an update of the Millikan. Millikan […]
Millikan Sector BPI Portfolio Review: 30 March 2023
Millikan is one of four Sector BPI portfolios undergoing testing here at ITA. March has been a good month for the Millikan as readers will see in a moment. This month is the first time several sectors dropped into the over-sold zone and the recovery has been positive. In the short term the Sector BPI […]
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