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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, 5 years ago

1843
1

  •   Investors interested in knowing how the Dual Momen...
    By Lowell He... 5 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

2168
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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

1903
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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

1186
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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

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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, 6 years ago

1441
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  •   Tomorrow I will update the Franklin portfolio, one...
    By Lowell He... 6 years ago


McClintock Portfolio

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

1121
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  •   Tomorrow I am more than happy to ring out 2020 wit...
    By Lowell He... 6 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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  • Kepler Portfolio Update: 27 August 2026 August 24, 2026
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  • Pauling Portfolio Review: 7 August 2026
  • Financial Repression: Part 1
  • Bohr Portfolio Review: 7 July 2026
  • Financial Repression Portfolio from ChatGPT
  • Financial Repression Portfolio Update From ChatGPT

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  • Rutherford Portfolio Review (Tranche 3): 27 January 2023
  • Gauss Portfolio Update: 22 December 2025
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  • Franklin Portfolio Review: 19 January 2023
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  • Constructing a “Core” Investment Portfolio: Part 4 – Fixed Allocation Rebalancing or Risk Parity and Volatility Targeting?

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