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Dual Momentum Portfolios
Last Post by Lowell Herr 5 years ago
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 Lowell Herr
(@lowell)
Noble Member Admin Registered
Joined: 12 years ago
Posts: 698
Topic starter December 30, 2020 11:53 AM  

Tomorrow I am more than happy to ring out 2020 with a review of the McClintock portfolio.  While this has been a good year for stocks, it has been a dreadful year for many people all over the globe.  We are up to 320,000 Covid-19 deaths in the U.S. and we could easily pass the number who died in the Civil War.

The hope is that we will witness a return to some political normality and social morality.

January and February look to be devastating months on our healthcare workers so physical distance, wear a mask, and wash your hands.  These suggestions do not require a PhD in Astrophysics.

Next week the Gauss, Kepler, and Aristotle are scheduled for review.  The Aristotle is a Dual Momentum portfolio so that one will be easy to update.  The Gauss and Kepler require a few more decisions or judgment calls.  Both are managed using momentum principles, but I've altered some of the rules so they follow Let'em Run principles.

Wishing everyone a Healthy and Happy New Year.

Lowell



   
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