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You are here: Home / ITA Portfolios / Pauling Portfolio / Pauling Portfolio Review: 1 June 2022

Pauling Portfolio Review: 1 June 2022

June 1, 2022 By Lowell Herr Leave a Comment

Pauling Portfolio Review: 1 June 2022 1

Solano Mission

The Pauling portfolio is one of four Dual Momentum™ portfolios.  This particular DM portfolio uses a long look-back combination or essentially a one-year period.

Pauling Dual Momentum Recommendation

The recommendation is to sell all shares of ESGV and move to TIPs (SCHP).  I have several TSLOs set to sell ESGV shares.  Rather than sell all at this time, I’m hoping the market will revive an avoid a recession.  If and when the limit orders are struck, I’ll move to SCHP unless the recommendation is to move to bonds (BND) at that time.

Pauling Portfolio Review: 1 June 2022 2

Pauling Performance Data

The recent decline moved the Pauling into negative territory or about one percentage point below the AOR benchmark.  I think this is the first negative reading for nearly two years.

Pauling Portfolio Review: 1 June 2022 3

Pauling Risk Ratio

Readers can see the Pauling has been in decline since its high last Fall and early Winter.  It may be many months before we return to those high levels.  Since this is so early in the month, I’ll review the Pauling before August rolls around.

Pauling Portfolio Review: 1 June 2022 4

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