McClintock is one of four Dual Momentum™ portfolios tracked here at ITA Wealth Management. Is this investing model doing an adequate job for the owner of this portfolio? Follow along as I walk through the review or updating process. If there are new readers who are not familiar with the Dual Momentum model, it is […]
McClintock Portfolio Review: 14 July 2022
McClintock is one of several Dual Momentum™ portfolios tracked here at ITA Wealth Management. Momentum is one of the five factors included in the Fama-French Five-Factor Model. It is not fully understood why momentum is such an important market anomaly and why it works. But it does and that is why I highly recommend a […]
McClintock Portfolio Review: 16 August 2022
Yesterday I updated the Franklin, a poor performing Dual Momentum™ portfolio. This morning the McCormick is up for review and the performance is quite different. Chalk the difference up to the luck-of-review-day rather than the particular investing model. McClintock Dual Momentum Recommendation The current recommendation is to place 100% of the portfolio in bonds (BND). […]
McClintock Portfolio Review: 19 September 2022
McClintock is one of four Dual Momentum™ portfolios and one of the better performers. With the market up slightly this morning, what advice is likely to come out of the Dual Momentum recommendation. Follow along for more information.
Checking Up On McClintock: 5 October 2022
Updating the McClintock generated a surprise as I expected the Dual Momentum™ model would follow the recommendation we observed for both the Franklin and Pauling portfolios which was to invest 100% of the portfolio in U.S. Equities. Not so with the McClintock as the recommendation is to go with U.S. Bonds (BND). If this were […]
McClintock Portfolio Review: 21 October 2022
McClintock is the Dual Momentum™ portfolio scheduled for review today. As one of the top performing ITA portfolios and current holdings in SCHP and BND, no changes are needed based on current recommendations. When one of the DM portfolios comes up for review, I check on the other three to see if any changes are […]
McClintock Portfolio Review: 23 November 2022
Of all the Dual Momentum™ portfolios, the McClintock stands out as the top performer. The exact reason remains somewhat of a mystery. I attribute the excellent performance to the luck-of-review-day as the operational model is the same for all the DM portfolios. Based on five years of data with four different Dual Momentum (DM) portfolios, […]
McClintock Portfolio Review: 29 December 2022
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 […]
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