{"id":148629,"date":"2025-03-21T23:39:57","date_gmt":"2025-03-21T23:39:57","guid":{"rendered":"https:\/\/peraltafinancing.com\/business\/investing\/millikan-portfolio-review-20-march-2025\/"},"modified":"2025-03-21T23:39:57","modified_gmt":"2025-03-21T23:39:57","slug":"millikan-portfolio-review-20-march-2025","status":"publish","type":"post","link":"https:\/\/fivemor.com\/?p=148629","title":{"rendered":"Millikan Portfolio Review: 20 March 2025"},"content":{"rendered":"


\n<\/p>\n

\n

\"Millikan<\/p>\n

Investors with minimum available time for portfolio management will find the Millikan, as well as several other ITA portfolios, of interest when saving for retirement.\u00a0 This portfolio focuses on four ETFs.\u00a0 VOO is our standard ETF to track the S&P 500.\u00a0 SCHG is to add some growth punch while SCHD throws off dividends.\u00a0 These dividends are used to keep the various asset classes in balance.<\/p>\n

Millikan Asset Allocation<\/strong><\/p>\n

Checking the MACD graph I see where the SCHG just gave a Buy signal.\u00a0 The Kipling has yet to reinforce that recommendation.\u00a0 With the available cash I have limit orders in place to purchase more shares of SHV and SCHG.<\/p>\n

\"Millikan<\/p>\n

Millikan Rebalancing Recommendation<\/strong><\/p>\n

SHV is the only Buy recommendation so I am using it as a cash holding vehicle where the yield is 4.95%.\u00a0 When either SCHG or SCHC show up as a Buy based on the Kipling recommendation, I will sell shares of SHV and build SCHG and SCHD up to their recommended target percentages.<\/p>\n

\"Millikan<\/p>\n

Millikan Performance Data<\/strong><\/p>\n

Since 12\/31\/2021 the Millikan has outperformed the S&P 500 ETF as well as all other potential benchmarks.\u00a0 AOR is the \u201cweakest\u201d of the six possible benchmarks.<\/p>\n

\"Millikan<\/p>\n

Millikan Risk Ratios<\/strong><\/p>\n

All four risk ratios are well above where they were a year ago, but have declined (Treynor is the exception) over the last few months.\u00a0 It will be many months before we have data showing how well this new asset allocation portfolio performs.<\/p>\n

\"Millikan<\/p>\n

Within a month or so the Millikan should be set to ride out the future years of chaos.<\/p>\n

(Visited 10 times, 1 visits today)<\/p>\n

\n

Like this:<\/h3>\n

Like<\/span><\/span> Loading…<\/span><\/p>\n

<\/div>\n

\n
\n
\n

Discover more from ITA Wealth Management<\/h3>\n

Subscribe to get the latest posts sent to your email.<\/p>\n<\/div>\n<\/div>\n<\/div>\n\n","protected":false},"excerpt":{"rendered":"

Investors with minimum available time for portfolio management will find the Millikan, as well as several other ITA portfolios, of interest when saving for retirement.\u00a0 This portfolio focuses on four ETFs.\u00a0 VOO is our standard ETF to track the S&P 500.\u00a0 SCHG is to add some growth punch while SCHD throws off dividends.\u00a0 These dividends […]<\/p>\n","protected":false},"author":1,"featured_media":148630,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[96],"tags":[7095,62361,9162,3749],"dealstore":[],"offerexpiration":[],"class_list":["post-148629","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-investing","tag-march","tag-millikan","tag-portfolio","tag-review"],"yoast_head":"\nMillikan Portfolio Review: 20 March 2025 - Som2ny Network<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/fivemor.com\/?p=148629\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Millikan Portfolio Review: 20 March 2025 - Som2ny Network\" \/>\n<meta property=\"og:description\" content=\"Investors with minimum available time for portfolio management will find the Millikan, as well as several other ITA portfolios, of interest when saving for retirement.\u00a0 This portfolio focuses on four ETFs.\u00a0 VOO is our standard ETF to track the S&P 500.\u00a0 SCHG is to add some growth punch while SCHD throws off dividends.\u00a0 These dividends […]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/fivemor.com\/?p=148629\" \/>\n<meta property=\"og:site_name\" content=\"Som2ny Network\" \/>\n<meta property=\"article:published_time\" content=\"2025-03-21T23:39:57+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/03\/Fountain.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"2000\" \/>\n\t<meta property=\"og:image:height\" content=\"1482\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"admin\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"admin\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/fivemor.com\/?p=148629#article\",\"isPartOf\":{\"@id\":\"https:\/\/fivemor.com\/?p=148629\"},\"author\":{\"name\":\"admin\",\"@id\":\"https:\/\/fivemor.com\/#\/schema\/person\/b85e3c3dc0e1daea076524dc8810c371\"},\"headline\":\"Millikan Portfolio Review: 20 March 2025\",\"datePublished\":\"2025-03-21T23:39:57+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/fivemor.com\/?p=148629\"},\"wordCount\":287,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\/\/fivemor.com\/#organization\"},\"image\":{\"@id\":\"https:\/\/fivemor.com\/?p=148629#primaryimage\"},\"thumbnailUrl\":\"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/03\/Fountain.jpg\",\"keywords\":[\"March\",\"Millikan\",\"Portfolio\",\"review\"],\"articleSection\":[\"Investing\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/fivemor.com\/?p=148629#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/fivemor.com\/?p=148629\",\"url\":\"https:\/\/fivemor.com\/?p=148629\",\"name\":\"Millikan Portfolio Review: 20 March 2025 - Som2ny Network\",\"isPartOf\":{\"@id\":\"https:\/\/fivemor.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/fivemor.com\/?p=148629#primaryimage\"},\"image\":{\"@id\":\"https:\/\/fivemor.com\/?p=148629#primaryimage\"},\"thumbnailUrl\":\"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/03\/Fountain.jpg\",\"datePublished\":\"2025-03-21T23:39:57+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/fivemor.com\/?p=148629#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/fivemor.com\/?p=148629\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/fivemor.com\/?p=148629#primaryimage\",\"url\":\"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/03\/Fountain.jpg\",\"contentUrl\":\"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/03\/Fountain.jpg\",\"width\":2000,\"height\":1482},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/fivemor.com\/?p=148629#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/fivemor.com\/?bp_activities=1\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Millikan Portfolio Review: 20 March 2025\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/fivemor.com\/#website\",\"url\":\"https:\/\/fivemor.com\/\",\"name\":\"Som2ny Network\",\"description\":\"Daily Deals\",\"publisher\":{\"@id\":\"https:\/\/fivemor.com\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/fivemor.com\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/fivemor.com\/#organization\",\"name\":\"Som2ny Network\",\"url\":\"https:\/\/fivemor.com\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/fivemor.com\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/fivemor.com\/wp-content\/uploads\/2026\/07\/4a0953c4-logo-300x86-1.png\",\"contentUrl\":\"https:\/\/fivemor.com\/wp-content\/uploads\/2026\/07\/4a0953c4-logo-300x86-1.png\",\"width\":300,\"height\":86,\"caption\":\"Som2ny Network\"},\"image\":{\"@id\":\"https:\/\/fivemor.com\/#\/schema\/logo\/image\/\"}},{\"@type\":\"Person\",\"@id\":\"https:\/\/fivemor.com\/#\/schema\/person\/b85e3c3dc0e1daea076524dc8810c371\",\"name\":\"admin\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/fivemor.com\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/729ae85bf62b9917e93538db2f2688ca?s=96&r=g&default=https%3A%2F%2Ffivemor.com%2Fwp-content%2Fplugins%2Fbuddypress-first-letter-avatar%2Fimages%2Fdefault%2F96%2Flatin_a.png\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/729ae85bf62b9917e93538db2f2688ca?s=96&r=g&default=https%3A%2F%2Ffivemor.com%2Fwp-content%2Fplugins%2Fbuddypress-first-letter-avatar%2Fimages%2Fdefault%2F96%2Flatin_a.png\",\"caption\":\"admin\"},\"sameAs\":[\"https:\/\/fivemor.com\"],\"url\":\"https:\/\/fivemor.com\/?author=1\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Millikan Portfolio Review: 20 March 2025 - Som2ny Network","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/fivemor.com\/?p=148629","og_locale":"en_US","og_type":"article","og_title":"Millikan Portfolio Review: 20 March 2025 - Som2ny Network","og_description":"Investors with minimum available time for portfolio management will find the Millikan, as well as several other ITA portfolios, of interest when saving for retirement.\u00a0 This portfolio focuses on four ETFs.\u00a0 VOO is our standard ETF to track the S&P 500.\u00a0 SCHG is to add some growth punch while SCHD throws off dividends.\u00a0 These dividends […]","og_url":"https:\/\/fivemor.com\/?p=148629","og_site_name":"Som2ny Network","article_published_time":"2025-03-21T23:39:57+00:00","og_image":[{"width":2000,"height":1482,"url":"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/03\/Fountain.jpg","type":"image\/jpeg"}],"author":"admin","twitter_card":"summary_large_image","twitter_misc":{"Written by":"admin","Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/fivemor.com\/?p=148629#article","isPartOf":{"@id":"https:\/\/fivemor.com\/?p=148629"},"author":{"name":"admin","@id":"https:\/\/fivemor.com\/#\/schema\/person\/b85e3c3dc0e1daea076524dc8810c371"},"headline":"Millikan Portfolio Review: 20 March 2025","datePublished":"2025-03-21T23:39:57+00:00","mainEntityOfPage":{"@id":"https:\/\/fivemor.com\/?p=148629"},"wordCount":287,"commentCount":0,"publisher":{"@id":"https:\/\/fivemor.com\/#organization"},"image":{"@id":"https:\/\/fivemor.com\/?p=148629#primaryimage"},"thumbnailUrl":"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/03\/Fountain.jpg","keywords":["March","Millikan","Portfolio","review"],"articleSection":["Investing"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/fivemor.com\/?p=148629#respond"]}]},{"@type":"WebPage","@id":"https:\/\/fivemor.com\/?p=148629","url":"https:\/\/fivemor.com\/?p=148629","name":"Millikan Portfolio Review: 20 March 2025 - Som2ny Network","isPartOf":{"@id":"https:\/\/fivemor.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/fivemor.com\/?p=148629#primaryimage"},"image":{"@id":"https:\/\/fivemor.com\/?p=148629#primaryimage"},"thumbnailUrl":"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/03\/Fountain.jpg","datePublished":"2025-03-21T23:39:57+00:00","breadcrumb":{"@id":"https:\/\/fivemor.com\/?p=148629#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/fivemor.com\/?p=148629"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/fivemor.com\/?p=148629#primaryimage","url":"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/03\/Fountain.jpg","contentUrl":"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/03\/Fountain.jpg","width":2000,"height":1482},{"@type":"BreadcrumbList","@id":"https:\/\/fivemor.com\/?p=148629#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/fivemor.com\/?bp_activities=1"},{"@type":"ListItem","position":2,"name":"Millikan Portfolio Review: 20 March 2025"}]},{"@type":"WebSite","@id":"https:\/\/fivemor.com\/#website","url":"https:\/\/fivemor.com\/","name":"Som2ny Network","description":"Daily Deals","publisher":{"@id":"https:\/\/fivemor.com\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/fivemor.com\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/fivemor.com\/#organization","name":"Som2ny Network","url":"https:\/\/fivemor.com\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/fivemor.com\/#\/schema\/logo\/image\/","url":"https:\/\/fivemor.com\/wp-content\/uploads\/2026\/07\/4a0953c4-logo-300x86-1.png","contentUrl":"https:\/\/fivemor.com\/wp-content\/uploads\/2026\/07\/4a0953c4-logo-300x86-1.png","width":300,"height":86,"caption":"Som2ny Network"},"image":{"@id":"https:\/\/fivemor.com\/#\/schema\/logo\/image\/"}},{"@type":"Person","@id":"https:\/\/fivemor.com\/#\/schema\/person\/b85e3c3dc0e1daea076524dc8810c371","name":"admin","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/fivemor.com\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/729ae85bf62b9917e93538db2f2688ca?s=96&r=g&default=https%3A%2F%2Ffivemor.com%2Fwp-content%2Fplugins%2Fbuddypress-first-letter-avatar%2Fimages%2Fdefault%2F96%2Flatin_a.png","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/729ae85bf62b9917e93538db2f2688ca?s=96&r=g&default=https%3A%2F%2Ffivemor.com%2Fwp-content%2Fplugins%2Fbuddypress-first-letter-avatar%2Fimages%2Fdefault%2F96%2Flatin_a.png","caption":"admin"},"sameAs":["https:\/\/fivemor.com"],"url":"https:\/\/fivemor.com\/?author=1"}]}},"_links":{"self":[{"href":"https:\/\/fivemor.com\/index.php?rest_route=\/wp\/v2\/posts\/148629","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/fivemor.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/fivemor.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/fivemor.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/fivemor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=148629"}],"version-history":[{"count":0,"href":"https:\/\/fivemor.com\/index.php?rest_route=\/wp\/v2\/posts\/148629\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/fivemor.com\/index.php?rest_route=\/wp\/v2\/media\/148630"}],"wp:attachment":[{"href":"https:\/\/fivemor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=148629"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fivemor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=148629"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fivemor.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=148629"},{"taxonomy":"dealstore","embeddable":true,"href":"https:\/\/fivemor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fdealstore&post=148629"},{"taxonomy":"offerexpiration","embeddable":true,"href":"https:\/\/fivemor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fofferexpiration&post=148629"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}