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