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You are here: Home / Archives for ITA Portfolios / Galileo Portfolio

Galileo Portfolio Review: 1 June 2021

June 1, 2021 By Lowell Herr Leave a Comment

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 […]

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

Galileo Portfolio Review: 1 July 2021

July 1, 2021 By Lowell Herr 2 Comments

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) […]

Filed Under: Galileo Portfolio, Dual Momentum, Portfolio Management Tagged With: Dual Momentum, Galileo Portfolio

Galileo Portfolio Review: Dual Momentum On 8 October 2021

October 8, 2021 By Lowell Herr 3 Comments

“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 […]

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

Galileo Dual Momentum Portfolio: 14 January 2022

January 14, 2022 By Lowell Herr Leave a Comment

There is no change in the Galileo recommendation.  Continue to remain at the same level or 100% invested in VTI.  While the following data is based on 1/13/2021 prices, I updated the Kipling this morning and there is no change in this Dual Momentum™ portfolio. Galileo Dual Momentum Recommendation Using the DM investing model and […]

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

Franklin and Galileo Updates: 24 January 2022

January 24, 2022 By Lowell Herr 1 Comment

Normally I don’t review two portfolios in one blog post, but the Franklin and Galileo are both Dual Momentum™ portfolios and both use the same look-back combination.  While neither portfolio is scheduled for an update this morning the down market last week “demanded” a fresh look to see if a new recommendation was in the […]

Filed Under: Franklin Portfolio, Galileo Portfolio Tagged With: Franklin Portfolio, Galileo Portfolio

Galileo Portfolio Review: 22 March 2022

March 22, 2022 By Lowell Herr 3 Comments

The Dual Momentum™ Galileo portfolio is scheduled for review this afternoon.  A few settings are important to consider.  The obvious setting are:  1) The investing model is set to DM.  2) The VTI target filter is turned off.  Less obvious is the look-back period.  With the Galileo I’m using the default combination of 60- and […]

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

Galileo Portfolio Review: 27 May 2022

May 27, 2022 By Lowell Herr Leave a Comment

Galileo, one of several Dual Momentum™ (DM) portfolios, is up for review today and there is a recommended change as Lifetime and Platinum members will see in a moment.  If you have access to the Kipling spreadsheet, DM portfolios are easy to manage as there are only a few ETFs included in the investment quiver.  […]

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

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