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 […]
Galileo Portfolio Review: 1 June 2021
Galileo is the Dual Momentum portfolio up for review this morning. No changes are recommended as readers will see in a moment. Due to a tie some months ago, two (2) shares of VEU remain in the Galileo. These two shares are not worth selling so I’ll leave them in the portfolio until VEU is […]
Galileo Portfolio Review: 1 July 2021
Galileo is the first portfolio to be reviewed in the second half of 2021. The Galileo is one of several Dual Momentum™ portfolios and thus far this investing model has been one of the most successful. In addition to doing quite well, DM portfolios are easy to manage. Second to the Robo Advisor account (Schrodinger) […]
Galileo Portfolio Review: Dual Momentum On 8 October 2021
“The individual investor should act consistently as an investor and not as a speculator.” – Ben Graham Dual Momentum (DM) is a popular investing model developed by Gary Antonacci. The Galileo portfolio is one of several examples of the DM styles of investing. Here at ITA Wealth Management numerous investing models are used for purposes […]
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 the default combination, the McClintock is using 100 – and […]
Pauling Portfolio Review: 19 November 2021
Of the three portfolios participating in the Dual Momentum (DM) look-back experiment, the Pauling is employing the longest look-back combination. Since a 98% weight is applied to 252 trading days, the Pauling essentially mirrors the look-back recommended by the DM developer, Gary Antonacci. Below is the Main Menu settings for the Pauling. When you first […]
McClintock Portfolio Review: 24 November 2021
Happy Thanksgiving 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 help celebrate with us tomorrow. As one of three Dual Momentum portfolios participating in an experiment where different look-back periods are used, the McClintock uses the middle […]
Dual Momentum: A Brief Update of Four Portfolios
Regarding the recent market volatility, I was somewhat concerned as to what might be happening to one or more of the four Dual Momentum™ portfolios tracked here at ITA Wealth Management. Were any changes taking place or recommendations to move out of VTI? There is no need to worry any longer as all four […]