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Dual Momentum Look-Back Recommendations

 
Portfolio Management
Last Post by Lowell Herr 4 years ago
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 Lowell Herr
(@lowell)
Noble Member Admin Registered
Joined: 12 years ago
Posts: 672
Topic starter September 20, 2021 8:07 AM  

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



   
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