Last week I peeked in on a Dual Momentum™ portfolio and was surprised to see a Buy recommendation for U.S. Equities. This despite a declining market. As a result of this alert, I decided to look at each of the DM portfolios tracked here on the ITA blog. ITA stands for Investment Trend Analysts or the name of a newsletter I wrote with a co-author back in the mid-1980s.
Yesterday I checked in on the Franklin even though it was not scheduled for an update. The same goes for the Pauling as it will not be updated until next week.
Pauling Dual Momentum Recommendation
As with the Franklin portfolio the recommendation is to place 100% of the portfolio in U.S. Equities. With the Pauling that is VOO or ESGV. Before beginning this blog post I sold all shares of BND and have placed limit orders to sell all shares of SCHP. Since ESGV is an equity ETF I’ll leave that holding alone. With available cash I set laddered limit orders to Buy more shares of VOO. Thus far one order was triggered and several await lower prices.
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