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You are here: Home / Archives for ITA Portfolios / McClintock Portfolio

McClintock Portfolio Review: 27 January 2023

January 27, 2023 By Lowell Herr

McClintock, one of the two Dual Momentum™ portfolios, has been one of the better performers over the years I’ve used this investing model.  Of the seven different styles of investing, Dual Momentum is one of the easier to understand and manage, particularly if you have the Kipling spreadsheet installed and operating. In addition to the […]

Filed Under: McClintock Portfolio, Dual Momentum Tagged With: Dual Momentum, McClintock Portfolio

McClintock Portfolio Update: 28 February 2023

February 28, 2023 By Lowell Herr

McClintock, one of two remaining Dual Momentum™ portfolios, was not scheduled for an update this morning, but it was the last portfolio not updated since January.  Before moving into March, I wanted current data for the Portfolio Performance spreadsheet so that is the reason for this early post. In the following worksheet (from the Kipling […]

Filed Under: McClintock Portfolio, Dual Momentum Tagged With: Dual Momentum, McClintock Portfolio

McClintock Portfolio Review: 4 April 2023

April 5, 2023 By Lowell Herr

McClintock is one of two Dual Momentum™ portfolios tracked here at ITA.  The other is the Pauling.  Based on current data, we have a new recommendation this morning as the DM model recommends International Equities.  To include Emerging Market Equities I use VEU as the investable ETF to fill this asset class.

Filed Under: McClintock Portfolio, Dual Momentum Tagged With: Dual Momentum, McClintock

McClintock Dual Momentum Portfolio Review: 1 May 2023

May 1, 2023 By Lowell Herr

McClintock is one of two Dual Momentum™ portfolios tracked here at ITA.  Both DM portfolios (McClintock and Pauling) are under close observation due to declining performance as readers will see in a moment.  Dual Momentum™ is an investing model based on two momentum principles, Absolute and Relative.  Three basic asset classes are involved and they […]

Filed Under: McClintock Portfolio, Dual Momentum Tagged With: Dual Momentum, McClintock Portfolio

McClintock Portfolio Review: 13 May 2023

May 14, 2023 By Lowell Herr

McClintock, one of two Dual Momentum™ portfolios remains under close scrutiny.  I’m paying close attention to return vs. benchmark and what kind of risk is involved to achieve the return.  I assume most readers are familiar with the DM investing model as it has been around for a number of years. Dual Momentum™ is one […]

Filed Under: McClintock Portfolio, Dual Momentum Tagged With: Dual Momentum, McClintock Portfolio

McClintock Dual Momentum Portfolio Review: 9 June 2023

June 9, 2023 By Lowell Herr

McClintock and Pauling are the two remaining portfolio managed using the Dual Momentum™ model.  Since the last McClintock review I moved the look-back period back to the “default” settings of 60- and 100-trading days.  This information shows up in the first screenshot below.  Check the red arrow.

Filed Under: McClintock Portfolio Tagged With: McClintock Portfolio

McClintock Portfolio Review: 7 July 2023

July 7, 2023 By Lowell Herr

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 […]

Filed Under: McClintock Portfolio Tagged With: McClintock Portfolio

McClintock Portfolio Review: 1 August 2023

August 1, 2023 By Lowell Herr

McClintock is the portfolio scheduled for review as we open up August.  Think of this data current as of July 31 rather than August 1st.  Over the past year I’ve consolidated the number of ETF options from nearly 40 down to ten.  From the ten I prefer to invest in only five (5) at any […]

Filed Under: McClintock Portfolio, Dual Momentum, Relative Strength Tagged With: Dual Momentum, McClintock Portfolio

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