Schwab investors following the Dual Momentum Model (DMM) need not change anything unless you wish to move from U.S. Equities over to Emerging Market Equities. SCHB and SCHE have been bouncing back and forth between the #1 and #2 positions for several months. While SCHE currently holds the #1 spot, SCHB is a close second and that is currently where the Millikan is invested.
Millikan Dual Momentum Recommendations: Since both SCHB and SCHE are Buy recommendations, so as to reduce portfolio churning, I plan to stick with SCHB or U.S. Equities for the Millikan. Should Emerging Markets (SCHE) continue to hold down the number one spot in April, I’ll likely make the switch. Some investors will make the move this month. That is a personal decision.
When the first quarter data is in for all portfolios, I’ll post the performance information.