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Dual Momentum Portfolios

Issues related to managing portfolios using the Dual Momentum model belong here.
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Dual Momentum: Historical Performance

First post and replies  | Last post by Lowell Herr, 3 years ago

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  •   Investors interested in the Dual Momentum model wi...
    By Lowell He... 4 years ago

  •   The above link will take you to a Portfolio Visual...
    By Lowell He... 3 years ago

  •   Great work Lowell! I noticed you use a 3 month ...
    By ITAChrist... 3 years ago

  •   @csperera - The default look-back built into the K...
    By Lowell He... 3 years ago


Dual Momentum and Kipling Spreadsheet

First post and replies  | Last post by Lowell Herr, 4 years ago

1068
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  •   Investors interested in knowing how the Dual Momen...
    By Lowell He... 4 years ago


Three Dual Momentum Portfolios Reviewed

First post and replies  | Last post by Lowell Herr, 5 years ago

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  •   On Monday (June 29th) I'll update three Dual Momen...
    By Lowell He... 5 years ago


Dual Momentum: Results From Different Look-Back Periods

First post and replies  | Last post by Lowell Herr, 5 years ago

1399
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  •   Here are links to both the 12-month and multi-peri...
    By Lowell He... 5 years ago


McClintock Portfolio Coming to ITA

First post and replies  | Last post by Lowell Herr, 6 years ago

1141
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  •   Next week I will be funding a new "Dual Momentum" ...
    By Lowell He... 6 years ago


Dual Momentum: No Change

First post and replies  | Last post by Lowell Herr, 4 years ago

831
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  •   I updated prices for the Franklin, McClintock, and...
    By Lowell He... 4 years ago


Dual Momentum Recommendations

First post and replies  | Last post by Lowell Herr, 4 years ago

1103
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  •   What are the recommendations coming out of the Dua...
    By Lowell He... 4 years ago


Franklin Portfolio

First post and replies  | Last post by Lowell Herr, 5 years ago

969
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  •   Tomorrow I will update the Franklin portfolio, one...
    By Lowell He... 5 years ago


McClintock Portfolio

First post and replies  | Last post by Lowell Herr, 5 years ago

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  •   Tomorrow I am more than happy to ring out 2020 wit...
    By Lowell He... 5 years ago


Aristotle Portfolio Review to Open October

First post and replies  | Last post by Lowell Herr, 5 years ago

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  •   Now that the September portfolio reviews are compl...
    By Lowell He... 5 years ago


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Recent Posts

  • Copernicus Portfolio Review: 14 October 2025 October 14, 2025
  • McClintock Sector BPI Portfolio Review: 9 October 2025 October 9, 2025
  • Hawking Portfolio Review: 3 October, 2025 October 5, 2025
  • Millikan Preparation for 2026 September 27, 2025
  • McClintock Sector BPI Portfolio Review: 26 September 2025 September 26, 2025
  • Schrodinger Portfolio Update: 25 September 2025 September 25, 2025
  • Carson Sector BPI Portfolio Update: 22 September 2005 September 22, 2025

Recent Comments

  • Lee Cash on Hawking Portfolio Review: 3 October, 2025
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Lowell Herr on Kepler CEF Portfolio Review: 12 September 2025
  • Lowell Herr on Kepler CEF Portfolio Review: 12 September 2025
  • William Tynes on Kepler CEF Portfolio Review: 12 September 2025
  • Lowell Herr on Gauss Revised Asset Allocation Portfolio Review: 5 September 2025
  • Lowell Herr on Gauss Revised Asset Allocation Portfolio Review: 5 September 2025
  • Lowell Herr on Gauss Revised Asset Allocation Portfolio Review: 5 September 2025
  • Craig Burkhart on Gauss Revised Asset Allocation Portfolio Review: 5 September 2025
  • Lowell Herr on Bullish Percent Indicators: 2 May 2025

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  • Hawking Portfolio Review: 14 July 2025
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  • Hawking Portfolio Review: 3 October, 2025
  • Copernicus Portfolio Review: 1 August 2025
  • Dirac Portfolio Review: 4 August 2025
  • Huygens Portfolio Review: 19 August 2025
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General Investment News

Portfolios coming up for review.  Bohr, Franklin, and Carson are the critical portfolios next up for review.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

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  • Hawking Portfolio Review: 5 June, 2024
  • Bullish Percent Indicators: 11 April 2025
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  • Rutherford-Darwin Portfolio Review – 10 January 2025
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  • Gauss Revised Asset Allocation Portfolio Review: 5 September 2025
  • Bullish Percent Indicators: 18 August 2023
  • Carson Portfolio Review: 9 January 2023
  • Rutherford Portfolio Review (Tranche 3): 27 January 2023
  • Bullish Percent Indicators: 15 December 2023

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