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 […]
Millikan Portfolio Update: 14 March 2023
While the Millikan portfolio is the one I’ll review this morning, this blog post goes into more detail with respect to Bullish Percent Indication graphs and Point and Figure (PnF) graphs for individual sector ETFs. There may be some confusion and I want to clear this up in this post.
Millikan Portfolio Update: 7 March 2023
Millikan is the Sector BPI portfolio up for review this morning. Based on the latest Bullish Percent Indicator data, only Utilities is over-sold so it is essential that sector be fully populated. As readers will see in a moment Utilities holds the recommended 15% of the total portfolio.
Millikan Portfolio Review: 22 February 2023
Millikan is the Sector BPI portfolio up for review today. If you will recall the BPI data from last week, Utilities (VPU) was found to be in the over-sold zone or below the 30% bullish mark. Energy (VDE) was so close to over-sold that I considered it to be available for purchase as well. That […]
Millikan Portfolio Review: 20 January 2023
Millikan is one of the newest Sector BPI Model portfolios. As a result, you will see two “holdover” securities, VWO and VEA, still part of the portfolio. I have 3% TSLOs set for both ETFs so it likely will not be too long before both are sold out of the Millikan. The black cloud hanging […]
Positioning The Millikan: 3 January 2023
Millikan is one of the portfolios in transition from the Relative Momentum model over to the Sector BPI model. This blog explains where the Millikan is in the transition and how I am repositioning the portfolio. It is really quite simple so follow along as I explain the process.
Millikan Portfolio Review: 30 December 2022
The Millikan portfolio is one of the latest accounts to move from the Relative Strength management model over to the Sector BPI model. There are still a number of asset class equity holdings in the Millikan. I’ve set Trailing Stop Loss Orders (TSLOs) ranging from 2% to 4% so these should not last through January […]
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