McClintock Portfolio Coming to ITA - Dual Momentum Portfolios https://itawealth.com/community/dual-momentum/mcclintock-portfolio-coming-to-ita/ ITA Wealth Management Discussion Board en-US Sun, 09 Aug 2026 23:55:36 +0000 wpForo 60 McClintock Portfolio Coming to ITA https://itawealth.com/community/dual-momentum/mcclintock-portfolio-coming-to-ita/#post-212 Fri, 19 Jul 2019 18:19:35 +0000 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

]]> Dual Momentum Portfolios Lowell Herr https://itawealth.com/community/dual-momentum/mcclintock-portfolio-coming-to-ita/#post-212