With the market down this morning, I checked in on the Franklin, McClintock, and Pauling portfolios. All are Dual Momentum accounts and each uses a different look-back period. What are the current recommendations?
There are no change recommendations for the McClintock and Pauling portfolios. The Franklin recommended selling all shares of VTI and picking up SCHP, a TIP ETF. TIP is a treasury inflation protection security.
I made the move from Equities to Treasuries for the Franklin.
Lowell