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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 the default combination, the McClintock is using 100 – and […]

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

McClintock Portfolio Review: 24 November 2021

November 24, 2021 By Lowell Herr

Happy Thanksgiving   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 help celebrate with us tomorrow. As one of three Dual Momentum portfolios participating in an experiment where different look-back periods are used, the McClintock uses the middle […]

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

McClintock Portfolio Review: 28 January 2022

January 28, 2022 By Lowell Herr

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 to market movements.  Not so with the McClintock as you will […]

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

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 […]

Filed Under: McClintock Portfolio Tagged With: McClintock Portfolio

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