Canary Portfolios - ITA Wealth Management Forum https://itawealth.com/community/canary/ ITA Wealth Management Discussion Board en-US Sat, 11 Apr 2026 12:13:24 +0000 wpForo 60 Carson Recommendations https://itawealth.com/community/canary/carson-recommendations/ Thu, 23 Jul 2020 17:24:39 +0000 Based on the current Investment Quiver, here are the recommendations coming out of the Carson Trio.

Both the HA and BHS models are recommending SCHB, QQQ, and VOT.

The LRPC model differs from the above two in that it recommends VWO instead of SCHB.

Lowell

 

]]> Canary Portfolios Lowell Herr https://itawealth.com/community/canary/carson-recommendations/ Dual Momentum Recommendation https://itawealth.com/community/canary/dual-momentum-recommendation-4/ Fri, 03 Jul 2020 19:02:10 +0000 At the end of the week 7/2/2020 the DM recommendation was to invest 100% of the portfolio in LGD.  The Galileo is up for review Monday and I'll wait an hour or so after the market opens to update prices before making the decision to go 100% with LQD.

I am using the default look-back periods with the Galileo.

Lowell

]]> Canary Portfolios Lowell Herr https://itawealth.com/community/canary/dual-momentum-recommendation-4/ Invest in LQD https://itawealth.com/community/canary/invest-in-lqd/ Wed, 01 Jul 2020 12:34:29 +0000 Going into July, the Dual Momentum recommendation is to stay invested in LQD.

Lowell

]]> Canary Portfolios Lowell Herr https://itawealth.com/community/canary/invest-in-lqd/ Canary Update: 6/11/2020 https://itawealth.com/community/canary/canary-update-6-11-2020/ Thu, 11 Jun 2020 17:17:20 +0000 The short (13 and 49 trading days) and medium (22 and 65 trading days) Dual Momentum models are recommending 100% in VTI.

The longer (60 and 100 trading days) is recommending 50% in VTI and 50% in AGG as those two asset classes are in a tie for first place.

Lowell

 

]]> Canary Portfolios Lowell Herr https://itawealth.com/community/canary/canary-update-6-11-2020/ Dual Momentum Recommendations: 6/8/2020 https://itawealth.com/community/canary/dual-momentum-recommendations-6-8-2020/ Mon, 08 Jun 2020 13:14:35 +0000 This week dual momentum recommendations are to stay with U.S. Equities (Example: VTI) if using either the short or medium look-back periods.  If using the 60 and 100 day look-backs, then go with 50% in VTI and 50% in AGG as they are tied for first position.

Take time to fill out the feedback form.

Lowell

]]> Canary Portfolios Lowell Herr https://itawealth.com/community/canary/dual-momentum-recommendations-6-8-2020/ DM Recommendation https://itawealth.com/community/canary/dm-recommendation/ Tue, 19 May 2020 12:42:13 +0000 Dual Momentum investors are still positioned in TLT or an equity alternative despite the strong rise in equities yesterday.

Lowell

]]> Canary Portfolios Lowell Herr https://itawealth.com/community/canary/dm-recommendation/ Canary Projections for Week of 5/11/2020 https://itawealth.com/community/canary/canary-projections-for-week-of-5-11-2020/ Sat, 09 May 2020 12:25:14 +0000 As we move into the week of 5/11/2020, we have some changes coming.

Dual Momentum (DM) investors are still holding 100% of the portfolio in U.S. Treasuries (TLT).  If you use only the basic three asset classes, then hold AGG.

Tranche Momentum investors holding the Basic or a larger investment quiver see QQQ recommended if the BHS model is used.  This is the first sign of equity life in many weeks.  QQQ is not recommended by either the HA or LRPC models.

Stick with gold (IAU) and IAGG.

On a grim note, with the number of Covid-19 deaths topping 75,000, the expectation is that this number will more than double before we see 2021.

If anyone wishes to see the latest update of the Covid-19 spreadsheet, send me an e-mail to itawealth@comcast.net and request the Covid-19 spreadsheet.  This SS changes daily and the graphs are not comforting.

Lowell

]]> Canary Portfolios Lowell Herr https://itawealth.com/community/canary/canary-projections-for-week-of-5-11-2020/ Canary Update for 5/5/2020 https://itawealth.com/community/canary/canary-update-for-5-5-2020/ Tue, 05 May 2020 15:14:43 +0000 No change in the DM portfolio as the recommendation is to continue holding 100% in TLT.

There is a slight change for the tranche momentum model if one is using the HA system.  The recommendation is to Buy IAGG and SCHP.  No equities are recommended.

If using the BHS model, only SCHP is recommended.

If using the LRPC model, the Buy recommendations are IAU, AGG, TLT, SCHP and the short, SH.

Lowell

]]> Canary Portfolios Lowell Herr https://itawealth.com/community/canary/canary-update-for-5-5-2020/ Week of May 4th https://itawealth.com/community/canary/week-of-may-4th/ Sat, 02 May 2020 18:19:39 +0000 Dual Momentum recommendation for the week of May 4th is to continue holding 100% in TLT.

For a basic portfolio using the HA model and the Target Filter turned on, the recommendation is to hold or buy IAU and AGG.  Those are the only recommendations at this time.

If there are changes, look for them here in the Forum.

Lowell

]]> Canary Portfolios Lowell Herr https://itawealth.com/community/canary/week-of-may-4th/ Canary Recommendations for 4/20 https://itawealth.com/community/canary/canary-recommendations-for-4-20/ Sun, 19 Apr 2020 10:14:41 +0000 The DM model continues to recommend investing 100% in TLT.  We will see that again tomorrow when the Aristotle is reviewed.

All the other momentum models continue to recommend combinations of bonds and treasuries.  No equities are currently recommended.

The next two weeks will be very busy ones with portfolios reviews as we close out the month of April.

Lowell

]]> Canary Portfolios Lowell Herr https://itawealth.com/community/canary/canary-recommendations-for-4-20/