{"id":340828,"date":"2025-12-12T19:11:09","date_gmt":"2025-12-12T19:11:09","guid":{"rendered":"https:\/\/peraltafinancing.com\/business\/investing\/millikan-portfolio-review-4-december-2025\/"},"modified":"2025-12-12T19:11:09","modified_gmt":"2025-12-12T19:11:09","slug":"millikan-portfolio-review-4-december-2025","status":"publish","type":"post","link":"https:\/\/fivemor.com\/?p=340828","title":{"rendered":"Millikan Portfolio Review: 4 December 2025"},"content":{"rendered":"


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\u00a0<\/p>\n

\"Millikan<\/p>\n

Yoder General Store \u2013 Yoder, OR<\/em><\/p>\n<\/div>\n

Millikan is a \u201cclassic\u201d asset allocation portfolio in that it is made up of all cap size U.S. Equities, developed and emerging international markets, domestic and international bonds, real estate, crypto currency, gold, and treasuries.<\/p>\n

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

Below is the current make up of the Millikan portfolio.\u00a0 The bulk of the portfolio is currently positioned in SHV or short-term treasuries as many of the other assets are currently out of favor based on the Kipling spreadsheet recommendations.\u00a0 See the following screenshot.<\/p>\n

\"Millikan<\/p>\n

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

Unless I sell shares of SHV, cash is limited.\u00a0 Should the owner of this portfolio deposit fresh money and dividends add up, I will be adding shares of VEA if the Manual Risk Adjustment worksheet continues to recommend a Buy.<\/p>\n

\"Millikan<\/p>\n

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

Since 12\/31\/2021 the Millikan outperformed the AOR and AOA benchmarks, but was unable to match the equity rich benchmarks such as SPY.\u00a0 This is to be expected when the market is driven by seven to ten mega-cap tech companies.\u00a0 When the correction arrives the Millikan, with its broad diversification, should begin to close the gap on the equity driven benchmarks.<\/p>\n

\"Millikan<\/p>\n

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

While it is still very early in December pay more attention to the November values.\u00a0 November of 2025 shows higher values than the December values of 2024.\u00a0 A positive value for the Jensen Alpha or Jensen Performance Index<\/a><\/strong><\/em><\/span> is excellent so a high value of five (5) is outstanding.<\/p>\n

While the slope of Jensen is positive, that will likely revert to a negative value once we wipe December of 2024 off the table.<\/p>\n

\"Millikan<\/p>\n

Portfolio Construction: Where to Begin?<\/a><\/p>\n

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\u00a0 Yoder General Store \u2013 Yoder, OR Millikan is a \u201cclassic\u201d asset allocation portfolio in that it is made up of all cap size U.S. Equities, developed and emerging international markets, domestic and international bonds, real estate, crypto currency, gold, and treasuries. Millikan Asset Allocation Model Below is the current make up of the Millikan […]<\/p>\n","protected":false},"author":1,"featured_media":340829,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[96],"tags":[3764,62361,9162,3749],"dealstore":[],"offerexpiration":[],"class_list":["post-340828","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-investing","tag-december","tag-millikan","tag-portfolio","tag-review"],"yoast_head":"\nMillikan Portfolio Review: 4 December 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=340828\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Millikan Portfolio Review: 4 December 2025 - Som2ny Network\" \/>\n<meta property=\"og:description\" content=\"\u00a0 Yoder General Store \u2013 Yoder, OR Millikan is a \u201cclassic\u201d asset allocation portfolio in that it is made up of all cap size U.S. Equities, developed and emerging international markets, domestic and international bonds, real estate, crypto currency, gold, and treasuries. 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