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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... 5 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

1140
1

  •   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, 6 years ago

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  •   On Monday (June 29th) I'll update three Dual Momen...
    By Lowell He... 6 years ago


Dual Momentum: Results From Different Look-Back Periods

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

1481
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  •   Here are links to both the 12-month and multi-peri...
    By Lowell He... 6 years ago


McClintock Portfolio Coming to ITA

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

1209
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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

893
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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

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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

1042
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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

812
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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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  • Darwin 2026: 2 January 2026 January 4, 2026
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  • Lowell Herr on ChatGPT Summary of ITA Wealth Management Blog
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  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
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  • Copernicus Portfolio Review: 14 November 2025
  • Millikan Portfolio Review: 4 December 2025
  • Selecting Closed End Funds (CEFs)
  • Schrodinger Robo Advisor Portfolio Review: 26 November 2025
  • Hawking Portfolio Review: 3 October, 2025

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Portfolios coming up for review.  Huygens, Einstein and Kepler 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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  • Rutherford-Darwin Portfolio Review: 28 February 2025
  • Franklin Portfolio Update: 8 April 2025
  • Rutherford Portfolio Review (Tranche 2): 5 May 2023
  • Bullish Percent Indicators: 29 December 2023
  • Schrodinger Portfolio Review: 16 October 2024
  • What the Experts Say About Index Investing
  • Expectancy
  • Rutherford Portfolio Review (Tranche 2): 31 March 2023
  • Response to Comments made by ITA member (John Shelton)
  • Huygens Portfolio Review: 19 August 2025
  • Using Volatility as a Diversifier and a Portfolio Hedge

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