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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, 2 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... 2 years ago

  •   @csperera - The default look-back built into the K...
    By Lowell He... 2 years ago


Dual Momentum and Kipling Spreadsheet

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

908
1

  •   Investors interested in knowing how the Dual Momen...
    By Lowell He... 3 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

1213
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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

959
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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

701
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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

960
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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, 4 years ago

823
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  •   Tomorrow I will update the Franklin portfolio, one...
    By Lowell He... 4 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

  • Millikan Portfolio Review: 1 July 2025 July 1, 2025
  • Schrodinger Portfolio Review: 20 June 2025 June 21, 2025
  • Carson Sector BPI Portfolio Review: 18 June 2025 June 19, 2025
  • Franklin Sector BPI Portfolio Review: 12 June 2025 June 12, 2025
  • Schrodinger Portfolio Review: 5 June 2025 June 6, 2025
  • Franklin Sector BPI Portfolio Review: 4 June 2025 June 5, 2025
  • Bohr Portfolio Review: 4 June 2025 June 4, 2025

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  • Lowell Herr on Millikan Portfolio Review: 1 July 2025
  • Lowell Herr on Bullish Percent Indicators: 2 May 2025
  • Lowell Herr on Carson Sector BPI Portfolio Review: 18 June 2025
  • Lowell Herr on Schrodinger Portfolio Review: 20 June 2025
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Lee Cash on Closed End Funds (CEFs): 19 May 2025
  • Lee Cash on Selecting Closed End Funds (CEFs)
  • hedgehunter on Selecting Closed End Funds (CEFs)
  • Lowell Herr on Selecting Closed End Funds (CEFs)
  • William Tynes on Selecting Closed End Funds (CEFs)

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  • Bullish Percent Indicators: 4 April 2025
  • Schrodinger Portfolio Review: 11 April 2025
  • Closed End Funds (CEFs): 19 May 2025
  • Buffett Indicator & Shiller PE Ratio
  • What Should I Do If I Sell My House or Come Into An…
  • Selecting Closed End Funds (CEFs)
  • Bullish Percent Indicators: 11 April 2025
  • Bullish Percent Indicators: 17 April 2025
  • Franklin Portfolio Update: 8 April 2025
  • Bullish Percent Indicators: 2 May 2025

General Investment News

Portfolios coming up for review.  Bethe, Millikan, McClintock, Copernicus, and Pauling 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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