ITA Wealth Management

  • Home
  • Blog
    • How To Use ITA Blog
    • Golden Rule of Investing
    • Basic Investing Principles
  • Guest Registration
  • Forum
  • Reset Password
  • About Me
    • Archive
    • Contact
You are here: Home / Forum

Forum

  • Forums
  • Members
  • Recent Posts
Forums
ITA Forums
Portfolio Managemen...
Dual Momentum Portf...
McClintock Portfoli...
 
Notifications
Clear all

[Sticky] McClintock Portfolio Coming to ITA

 
Dual Momentum Portfolios
Last Post by Lowell Herr 7 years ago
1 Posts
1 Users
0 Reactions
1,426 Views
RSS
Forum 1
 Lowell Herr
(@lowell)
Noble Member Admin Registered
Joined: 13 years ago
Posts: 714
Topic starter July 19, 2019 11:19 AM  

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



   
Quote
Topic Tags
McClintock

Leave a reply

Author Name

Author Email

Title *

 
Preview 0 Revisions Save Draft Saved
Forum Jump:
  Previous Topic
Next Topic  
Related Topics
  • McClintock Portfolio
    5 years ago
Topic Tags:  McClintock (2) ,

Search Blog

Recent Posts

  • Schrodinger Portfolio Update: 17 April 2026
  • Franklin Sector BPI Portfolio Review: 14 April 2026
  • Millikan Portfolio Review: 9 April 2026
  • McClintock Sector BPI Portfolio Update: 8 April 2026
  • Copernicus Portfolio Review: 6 April 2026
Share:
Forum Information
Recent Posts
Unread Posts
Tags
  • 18 Forums
  • 621 Topics
  • 791 Posts
  • 5 Online
  • 290 Members
Our newest member: Bob
Latest Post: 4/17/2026 Update
Forum Icons: Forum contains no unread posts Forum contains unread posts
Topic Icons: Not Replied Replied Active Hot Sticky Unapproved Solved Private Closed

 Powered by wpForo version 3.0.6

(Visited 36,703 times, 72 visits today)

Share this:

  • Share on Facebook (Opens in new window) Facebook
  • Share on LinkedIn (Opens in new window) LinkedIn
  • More
  • Share on Bluesky (Opens in new window) Bluesky

Like this:

Like Loading...

Meta Data

  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org

Search

Recent Posts

  • Schrodinger Portfolio Update: 17 April 2026 April 17, 2026
  • Franklin Sector BPI Portfolio Review: 14 April 2026 April 14, 2026
  • Millikan Portfolio Review: 9 April 2026 April 9, 2026
  • McClintock Sector BPI Portfolio Update: 8 April 2026 April 8, 2026
  • Copernicus Portfolio Review: 6 April 2026 April 6, 2026
  • Dirac 2026 Portfolio Review: 2 April 2026 April 4, 2026
  • Portfolio Hedge: 27 March 2026 March 28, 2026

Recent Comments

  • Lowell Herr on Franklin Sector BPI Portfolio Review: 14 April 2026
  • Lowell Herr on McClintock Sector BPI Portfolio Update: 8 April 2026
  • hedgehunter on Dirac 2026 Portfolio Review: 2 April 2026
  • hedgehunter on Portfolio Hedge: 27 March 2026
  • Lowell Herr on Carson Sector BPI Portfolio Review: 25 March 2026
  • hedgehunter on Portfolio Hedge: 27 March 2026
  • William Tynes on Portfolio Hedge: 27 March 2026
  • hedgehunter on Portfolio Hedging
  • Lowell Herr on McClintock Sector BPI Portfolio Review: 13 March 2026

Popular Posts

  • Schrodinger Portfolio Review: 29 January 2026
  • Portfolio Hedging
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • Portfolio Hedge: 27 March 2026
  • Schrodinger Portfolio Update: 24 February 2026
  • Buffett Indicator & Shiller PE Ratio
  • Franklin Sector BPI Portfolio Review: 20 March 2026
  • Beating the Dow With Bonds
  • Carson Portfolio Review: 26 February 2026
  • Carson Sector BPI Portfolio Review: 25 March 2026

General Investment News

Portfolios coming up for review.  Einstein, Carson, 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.

Check the Forum for more detailed information.  If you wish to begin a financial discussion, use the Forum.

This blog is free to all who signup as a Guest.

Random Posts

  • Bullish Percent Indicators: 17 April 2025
  • Franklin Sector BPI Plus Update: 26 May 2023
  • Rutherford Portfolio Review (Tranche 2): 24 November 2023
  • The True Cost of Management Fees
  • Carson Sector BPI Portfolio Review: 26 January 2026
  • Hawking Portfolio Review: 2 August, 2024
  • McClintock Portfolio Review: 22 January 2024
  • Bullish Percent Indicators: 27 January 2023
  • McClintock Sector BPI Portfolio Review: 10 February 2026
  • Rutherford Portfolio Review (Tranche 2): 7 July 2023
  • Rutherford Portfolio Review (Tranche 2): 12 April 2024

Log in | Website Design by BOING

Insert/edit link

Enter the destination URL

Or link to existing content

    No search term specified. Showing recent items. Search or use up and down arrow keys to select an item.
      %d