Millikan Portfolio Review: January 13, 2026 | ITA Asset Management

Millikan is another asset allocation model that is set up to handle a correction, but will need more work if we face a recession. At this point the Millikan is almost in balance. Check out the second screenshot.

Millikan asset allocation model

Below you will find the current asset allocation model for the Millikan. Only BTCO and VEA fall outside the objectives.

Millikan rebalancing recommendations

The purple arrow points to the ETFs set up with limit orders. I have not set up a buy order for BTCO because it has a SELL recommendation.

Millikan performance data

So far, the Millikan is outperforming the AOR benchmark and not far behind the “hard to beat” S&P 500 (SPY).

Millikan risk ratios

How does the Millikan perform when risks are taken into account? The slope of the Jensen Alpha is slightly lower, but not a major problem. Each of the four risk measures has improved since December, but has not been at its highest levels all year.

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