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

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

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.

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McClintock Portfolio Review: 10 June 2022

June 10, 2022 By Lowell Herr 1 Comment

McClintock is one of four Dual Momentum™ portfolios tracked here at ITA Wealth Management.  Is this investing model doing an adequate job for the owner of this portfolio?  Follow along as I walk through the review or updating process.  If there are new readers who are not familiar with the Dual Momentum model, it is […]

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McClintock Portfolio Review: 16 August 2022

August 16, 2022 By Lowell Herr Leave a Comment

Yesterday I updated the Franklin, a poor performing Dual Momentum™ portfolio.  This morning the McCormick is up for review and the performance is quite different.  Chalk the difference up to the luck-of-review-day rather than the particular investing model. McClintock Dual Momentum Recommendation

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Checking Up On McClintock: 5 October 2022

October 5, 2022 By Lowell Herr 5 Comments

Updating the McClintock generated a surprise as I expected the Dual Momentum™ model would follow the recommendation we observed for both the Franklin and Pauling portfolios which was to invest 100% of the portfolio in U.S. Equities.  Not so with the McClintock as the

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McClintock Portfolio Review: 23 November 2022

November 23, 2022 By Lowell Herr Leave a Comment

Of all the Dual Momentum™ portfolios, the McClintock stands out as the top performer.  The exact reason remains somewhat of a mystery.  I attribute the excellent performance to the luck-of-review-day as the operational model is the same for

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

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