Dual Momentum Look-Back Recommendations - Portfolio Management https://itawealth.com/community/portfolio-management/dual-momentum-look-back-recommendations/ ITA Wealth Management Discussion Board en-US Wed, 09 Sep 2026 07:37:26 +0000 wpForo 60 Dual Momentum Look-Back Recommendations https://itawealth.com/community/portfolio-management/dual-momentum-look-back-recommendations/#post-664 Mon, 20 Sep 2021 16:07:04 +0000 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

]]> Portfolio Management Lowell Herr https://itawealth.com/community/portfolio-management/dual-momentum-look-back-recommendations/#post-664