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 […]
Galileo Dual Momentum Portfolio: 14 January 2022
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 […]
Franklin and Galileo Updates: 24 January 2022
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 […]
Galileo Portfolio Review: 22 March 2022
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 […]
Galileo Portfolio Review: 27 May 2022
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. […]