West Linn Hiking Trail
McClintock is the top performing Dual Momentum™ portfolio tracked here at ITA. The recommendation to remain in International Equities has not changed since last month. Instead of three securities I broadened the options to seven (7) although the focus is to invest 100% in a single security. I deviate from the single investment from time to time and this month is no different. The explanation will follow below.
McClintock Dual Momentum Recommendation
The DM recommendation is to invest 100% of the portfolio in International Equities (VEU). VEU contains both developed and emerging market securities. I have several limit orders in place to add to the 250 shares of VEU currently in the McClintock. ESGV and VOO holdings are minor and these are both U.S. Equities. I’ll continue to hang on to these two ETFs. The 100 shares of SCHP will not change as I want to secure fourth quarter dividends. Thus, no changes until the limit orders are struck.
McClintock Performance Data
The following data runs from 11/30/202 through today. Over the last month the McClintock gained a little ground on the AOA benchmark. Note how far ahead the McClintock is when compared to the Vanguard Total World Stock Market (VT).
McClintock Risk Ratios
While the current 14.5 Jensen value is not the highest over the past year, it is definitely among the top 50%. Over the past year there are no negative values among all the risk measurements. Due to this excellent track record, I don’t want to make too many changes and mess up these excellent results.
McClintock Portfolio Review: 10 June 2022
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