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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... 4 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

1321
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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, 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

1668
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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, 7 years ago

1382
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  •   Next week I will be funding a new "Dual Momentum" ...
    By Lowell He... 7 years ago


Dual Momentum: No Change

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

966
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  •   I updated prices for the Franklin, McClintock, and...
    By Lowell He... 5 years ago


Dual Momentum Recommendations

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

1241
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  •   What are the recommendations coming out of the Dua...
    By Lowell He... 5 years ago


Franklin Portfolio

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

1151
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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

900
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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, 6 years ago

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  •   Now that the September portfolio reviews are compl...
    By Lowell He... 6 years ago


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Recent Posts

  • Millikan Portfolio Review: 9 April 2026 April 9, 2026
  • McClintock Sector BPI Portfolio Update: 8 April 2026 April 8, 2026
  • Copernicus Portfolio Review: 6 April 2026 April 6, 2026
  • Dirac 2026 Portfolio Review: 2 April 2026 April 4, 2026
  • Portfolio Hedge: 27 March 2026 March 28, 2026
  • Carson Sector BPI Portfolio Review: 25 March 2026 March 25, 2026
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  • Lowell Herr on McClintock Sector BPI Portfolio Update: 8 April 2026
  • hedgehunter on Dirac 2026 Portfolio Review: 2 April 2026
  • hedgehunter on Portfolio Hedge: 27 March 2026
  • Lowell Herr on Carson Sector BPI Portfolio Review: 25 March 2026
  • hedgehunter on Portfolio Hedge: 27 March 2026
  • William Tynes on Portfolio Hedge: 27 March 2026
  • hedgehunter on Portfolio Hedging
  • Lowell Herr on McClintock Sector BPI Portfolio Review: 13 March 2026
  • Robert Warasila on McClintock Sector BPI Portfolio Review: 13 March 2026
  • Lowell Herr on McClintock Sector BPI Portfolio Review: 13 March 2026

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  • Schrodinger Portfolio Review: 29 January 2026
  • Portfolio Hedging
  • Millikan Portfolio Review: 13 January 2026
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • McClintock Sector BPI Portfolio Update: 16 January 2026
  • Beta: A Brief Description
  • Portfolio Hedge: 27 March 2026
  • Copernicus Portfolio Update: 15 January 2026
  • Schrodinger Portfolio Update: 24 February 2026
  • Beating the Dow With Bonds

General Investment News

Portfolios coming up for review.  Bethe, Huygens, Copernicus and McClintock 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 Portfolio Review (Tranche 4): 15 September 2023
  • Copernicus Portfolio Update: 14 December 2025
  • McClintock Sector BPI Portfolio Review: 15 December 2025
  • Rutherford Portfolio Review (Tranche 4): 19 July 2024
  • Schrodinger Portfolio Update: 2 December 2024
  • Risk Parity: A Brief Explanation of How Risky a 60/40 Portfolio Really Is
  • Carson Sector BPI Portfolio Review: 18 July 2025
  • Hawking Portfolio Review: 1 December 2023
  • Relative Portfolio Performance Data: 12 January 2024
  • Rutherford Portfolio Review (Part 1 – Darwin): 3 January 2025
  • Rutherford-Darwin Portfolio Review: 28 February 2025

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