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You are here: Home / Archives for Portfolio Management / Dual Momentum

Dual Momentum Over Past Year – February 2020 – February 2021

February 20, 2021 By Lowell Herr

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 […]

Filed Under: Beginning Investors, Dual Momentum, ITA Portfolios, Portfolio Management, Portfolio Performance Tagged With: Dual Momentum

McClintock Portfolio Update: 21 October 2021

October 21, 2021 By Lowell Herr

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

Filed Under: McClintock Portfolio, Dual Momentum Tagged With: Dual Momentum, McClintock Portfolio

McClintock Portfolio Review: 24 November 2021

November 24, 2021 By Lowell Herr Leave a Comment

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 […]

Filed Under: McClintock Portfolio, Dual Momentum Tagged With: Dual Momentum, McClintock Portfolio

Pauling Dual Momentum Review: 18 January 2022

January 18, 2022 By Lowell Herr 1 Comment

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 […]

Filed Under: Pauling Portfolio, Dual Momentum Tagged With: Dual Momentum, Pauling Portfolio

McClintock Portfolio Review: 28 January 2022

January 28, 2022 By Lowell Herr 6 Comments

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

Filed Under: McClintock Portfolio, Dual Momentum Tagged With: Dual Momentum, McClintock Portfolio

McClintock Portfolio Review: 13 May 2022

May 13, 2022 By Lowell Herr Leave a Comment

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.

Filed Under: McClintock Portfolio, Dual Momentum Tagged With: McClintock Portfolio

Pauling Portfolio Review: 1 June 2022

June 1, 2022 By Lowell Herr Leave a Comment

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

Filed Under: Pauling Portfolio, Dual Momentum Tagged With: Dual Momentum, Pauling Portfolio

Franklin Portfolio Update: 15 July 2022

July 15, 2022 By Lowell Herr 2 Comments

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

Filed Under: Dual Momentum, Franklin Portfolio Tagged With: Franklin Portfolio

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