Within the last few weeks I set up the Carson and Franklin to operate as Sector BPI portfolios.  Over the next few weeks the Millikan and Gauss will join the original two.  The Millikan and Gauss are laggards and not performing as well as expected.  That is the motivation for the change. Millikan Investment Quiver […]

Having just returned from the Oregon Coast, I’m a tad behind in blog posts.  The Millikan was due to be posted earlier on Friday.  No harm done as the limit orders can be set at any time.  The Millikan is a Relative Momentum style portfolio and I will go through the settings in the second […]

This week three different investing models are scheduled for review.  The Millikan, reviewed in this post, is known as a Relative Strength or Relative Momentum portfolio.  Later in the week I will update the Copernicus, a strictly U.S. Equity portfolio with a “no sell” policy.  The third investing model to be reviewed is the Bethe.  […]

In addition to reviewing the Millikan portfolio, this blog post will also provide readers with some clues as to how to manage a Relative Strength or Relative Momentum portfolio over the next few months.  This portfolio is built around the principles of asset allocation and market factors.  This is evident when one looks over the […]