This coming week two Dual Momentum portfolio are scheduled for a complete review. Those two portfolios are: Galileo and Pauling. For investors interested in more information on the Dual Momentum model, I’ve written a number of articles on this model over on Seeking Alpha. Here is one link that provides readers with a good start […]
McClintock Portfolio Update: 21 October 2021
McClintock, a Dual Momentum portfolio, is up for review this morning. Normally I don’t show the Main Menu settings. However, they can be viewed in the following screenshot as the look-back combination was recently changed. Check the Linear Regression periods. While the Franklin now uses
McClintock Portfolio Review: 24 November 2021
As one of three Dual Momentum portfolios participating in an experiment where different look-back periods As one of three Dual Momentum portfolios participating in an experiment where different look-back periods Before getting into the McClintock review, let me wish everyone a Happy Thanksgiving. I realize it is a few weeks late for Canadian citizens. Just […]
Pauling Dual Momentum Review: 18 January 2022
Pauling is the Dual Momentum™ portfolio up for review this morning. As I write this blog post, futures are down. When futures are negative and I’m working on a DM portfolio that is 100% invested in U.S. Equities, the market direction is an alert signal that prices need to be updates not long after the […]
McClintock Portfolio Review: 28 January 2022
McClintock is a Dual Momentum™ portfolio where a longer look-back period is used. As you recall, the Franklin recommendation was to move out of VTI and into a lower volatile security. The Franklin uses a shorter look-back combination so it is quicker to react
McClintock Portfolio Review: 13 May 2022
McClintock is one of four Dual Momentum™ portfolios tracked at ITA. This investing model is designed to protect capital. How well is this portfolio meeting this goal. While the Schrodinger lost approximately 6.0% in April, the McClintock decline 2.6%. That is a significant difference.
Pauling Portfolio Review: 1 June 2022
The Pauling portfolio is one of four Dual Momentum™ portfolios. This particular DM portfolio uses a long look-back combination or essentially a one-year period. Pauling Dual Momentum Recommendation The recommendation is to sell all shares of ESGV and move to TIPs (SCHP). I have several TSLOs set to
Franklin Portfolio Update: 15 July 2022
Even though the Franklin is not up for review for a few weeks, I wanted to take a look to see what the Dual Momentum™ recommendation is as this portfolio is one of the poorest performers here at ITA. Since I set limit orders to move out of