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You are here: Home / ITA Portfolios / McClintock Portfolio / McClintock Portfolio Review: 24 November 2021

McClintock Portfolio Review: 24 November 2021

November 24, 2021 By Lowell Herr

Happy Thanksgiving

McClintock Portfolio Review: 24 November 2021 1

Thanksgiving Table

 

Before getting into the McClintock review, let me wish everyone a Happy Thanksgiving. I realize it is a few weeks late for Canadian citizens. Just help celebrate with us tomorrow.

As one of three Dual Momentum portfolios participating in an experiment where different look-back periods are used, the McClintock uses the middle combination as shown below in the Main Menu settings. While the Franklin uses the default settings, I’ve extended the look-back combination for the McClintock with a 100 and 252 trading days.

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No change is recommended for the McClintock. We will remain 100% invested in U.S. Equities (VTI).

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Over the past year this Dual Momentum model worked very well as the McClintock recorded a 30.4% Internal Rate of Return (IRR) far outpacing any of the listed four benchmarks. I realize this is a short period. Nevertheless, the DM model kept us in growth stocks while the benchmarks are a combination of stocks and bonds. What happened over the past year is exactly what the Dual Momentum model is designed to do.

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Within this past year I lengthened the look-back combination. This move kept the owner of the McClintock in stocks and we see the improvement over the last few months.

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Filed Under: McClintock Portfolio, Dual Momentum Tagged With: Dual Momentum, McClintock Portfolio

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