Athens, Greece
McClintock is the portfolio up for review this morning. Managed as a Dual Momentum portfolio in the past, I am making a few adjustments such as increasing the number of assets the portfolio can hold at any one time. This change should reduce portfolio churning and save on taxes as this portfolio is held by the owner in a taxable account.
McClintock Security Recommendations
Three U.S. Equity options are recommended for purchase. They are: ESGV, SPY, and VOO. While many individual stocks are held in all three ETFs, this is not something to concern the investor.
McClintock Manual Risk Adjustments
Limit orders are in place to pick up 23 shares of ESGV and 25 shares of SPY. Several of the orders are set so low it will require a recession before they are snapped up.
McClintock Performance Data
In a little over 18 months of operation the McClintock is in a dead heat with the SPY benchmark while holding a respectable lead over other potential benchmarks.
McClintock Risk Ratios
While well off the high Jensen Alpha values of last summer, the McClintock is showing slight improvement since the end of June. I see where the last column is labeled, June. That is an error as it should say July.
McClintock Portfolio Review: 10 June 2022
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