Canary Recommendation Change - Canary Portfolios https://itawealth.com/community/canary/canary-recommendation-change/ ITA Wealth Management Discussion Board en-US Wed, 22 Apr 2026 11:58:52 +0000 wpForo 60 Canary Recommendation Change https://itawealth.com/community/canary/canary-recommendation-change/#post-413 Wed, 18 Mar 2020 21:12:59 +0000 While the Dual Momentum model still recommends holding 100% of the portfolio in TLT, the BHS model finds no Buy opportunities on the long side.  Only SH is recommended.  If you are unwilling to short the market, then go to Cash.  Yes, 100% in Cash.

If SH were included in the DM portfolio, that would be the recommendation instead of TLT.

Lowell

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