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 Portfolios

Millikan Portfolio Update: 10 January 2023

January 10, 2023 By Lowell Herr

Millikan, one of four Sector BPI portfolios, is the model up for review this morning.  This portfolio previously was managed using the BHS/Relative Momentum model and was not performing as expected.  I just checked and it ranked #14 based on IRR data and is now #8.  There are

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

Meta Data

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

Search

Recent Posts

  • Bohr Portfolio Review: 6 May 2025 May 7, 2025
  • Copernicus Portfolio Review: 5 May 2025 May 5, 2025
  • Bullish Percent Indicators: 2 May 2025 May 3, 2025
  • Buffett Indicator & Shiller PE Ratio May 2, 2025
  • Millikan Portfolio Review: 1 May 2025 May 1, 2025
  • McClintock Sector BPI Portfolio Review: 29 April 2025 April 29, 2025
  • Bullish Percent Indicators: 17 April 2025 April 19, 2025

Recent Comments

  • Lowell Herr on Bullish Percent Indicators: 2 May 2025
  • Lowell Herr on Hawking Portfolio Review: 10 May, 2024
  • hedgehunter on Hawking Portfolio Review: 10 May, 2024
  • Lowell Herr on Hawking Portfolio Review: 10 May, 2024
  • Lowell Herr on Hawking Portfolio Review: 10 May, 2024
  • Lowell Herr on Bullish Percent Indicators: 2 May 2025
  • Lowell Herr on Schrodinger Portfolio Review: 11 April 2025
  • Lowell Herr on Bullish Percent Indicators: 11 April 2025
  • Lowell Herr on Schrodinger Portfolio Review: 3 March 2025
  • Lowell Herr on What Should I Do If I Sell My House or Come Into An Inheritance?

Popular Posts

  • Schrodinger Portfolio Review: 3 March 2025
  • Bullish Percent Indicators: 4 April 2025
  • Moving Average Convergence/Divergence Indicator (MACD)
  • Schrodinger Portfolio Review: 11 April 2025
  • Buffett Indicator & Shiller PE Ratio
  • What Should I Do If I Sell My House or Come Into An…
  • Bullish Percent Indicators: 11 April 2025
  • Carson Sector BPI Portfolio Review: 14 February 2025
  • Rutherford-Darwin Portfolio Review: 14 February 2025
  • Carson Sector BPI Portfolio Review: 4 January 2024

General Investment News

Portfolios coming up for review.  Carson, Huygens, and Schrodinger 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

  • Huygens Asset Allocation Portfolio Update: 30 May 2024
  • Response to Comments made by ITA member (John Shelton)
  • Dual Momentum Investing by Gary Antonacci
  • Rutherford Portfolio Review (Tranche 2): 29 September 2023
  • Copernicus Portfolio Review: 14 October 2024
  • Carson Portfolio: Creating A New Investing Model
  • Rutherford Portfolio Review (Tranche 1): 9 February 2024
  • Kahneman-Tversky Portfolio Review: 3 March 2023
  • Franklin Sector BPI Portfolio Review: 12 May 2023
  • Bullish Percent Indicators: 16 February 2024
  • Millikan Portfolio Review: 23 August 2023

Log in | Website Design by BOING