Schwab clients will be pleased to know that two new portfolios are coming within a week. The Pauling will follow the Tranche Momentum Model with the possibility a switch will occur when the Linear Regression Slope Model becomes available. The Millikan will be managed using the Dual Momentum Model. One of the goals for these […]
This morning both the Millikan and Pauling portfolios were launched with purchases in each. The Millikan is a Dual Momentum portfolio and since International Equities are currently recommended, 300 shares of SCHF were purchased at market. Until the Linear Regression Slope Momentum Model research is complete, the Pauling will be managed using the Tranche Momentum […]
Tomorrow I’ll take an early look at the Pauling portfolio even though it is not scheduled for a total review. With the market roiling, I want to make sure the various portfolios are in line with current recommendations and TSLOs, when necessary, are in place to protect capital. The Pauling is housed with Schwab so […]
Tomorrow is the scheduled review day for the Franklin, one of three portfolios participating in a management experiment. To review what is going on with the Franklin, McClintock, and Pauling, go to this blog post. The review dates for the three portfolios are spread out with a separation of approximately 8 business days. When a […]
When the McClintock portfolio comes up for a complete review on Monday, the Pauling and Franklin will also undergo rebalancing as these three portfolio are in competition with the Schrodinger portfolio. This blog is a forward look of what readers may anticipate for the Pauling.