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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

1091
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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, 6 years ago

1428
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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

1162
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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

859
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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

1127
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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

994
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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

768
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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

  • Recession: Will Equities Drop In The Next 18 Months? November 18, 2025
  • Copernicus Portfolio Review: 14 November 2025 November 14, 2025
  • Pauling Portfolio Review: 13 November 2025 November 13, 2025
  • McClintock Sector BPI Portfolio Review: 11 November 2025 November 11, 2025
  • ChatGPT Summary of ITA Wealth Management Blog November 3, 2025
  • Schrodinger Portfolio Update: 28 October 2025 October 28, 2025
  • Portfolio Construction: Where to Begin? October 25, 2025

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  • Lowell Herr on Recession: Will Equities Drop In The Next 18 Months?
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  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
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