Carson Trio:  The Carson Trio is an experiment where we have the Carson BHS, Carson HA, and Carson LRPC representing the three Kipling investing models.  The fourth model is the Dual Momentum™ and four ITA portfolios are using this model.  In these three Carson portfolios all variables are identical.  The Investment Quivers, look-back periods, and […]

  With the first quarter of 2022 history, it is time to update the Carson Trio.  These three portfolios are an experiment where three investing models, built into the Kipling spreadsheet, are under investigation.  The three models go by the letters, BHS, HA, and LRPC.  There is a fourth model, Dual Momentum™ usable by Kipling […]

On the last business day of each month the Carson Trio of portfolios are reviewed and updated.  The Carson Trio experiment began over two years ago and during this period we experienced very strong and very weak stock markets.  Looking back, it was an excellent period to be testing three of the four different models […]