Next week I will be funding a new "Dual Momentum" portfolio named the McClintock.  This portfolio will replace the Maxwell and it will be housed at Schwab.  The Maxwell is based at TDAmeritrade.  I should have launched this portfolio when I opened up the Carson portfolios so as to compare a Dual Momentum style portfolio with the HA, BHS, and LRPC models.

The reason for putting "Dual Momentum" in quotes is due to my adaptation of the Gary Antonacci DM portfolios.  I use a combination look-back periods instead of the single 12-month look-back.  In addition, I add a few more options to the low volatility ETFs.  These include a treasury ETF.

I will be using commission free ETFs with Schwab.  Look for the first look sometime next week.

Lowell