Pauling is the Dual Momentum™ portfolio scheduled for an update this morning.  Of all the portfolios tracked here at ITA, Pauling is the poorest performer when it comes to annualized Internal Rate of Return (IRR) results.  As a result, I am changing the look-back period as I will show and discuss in the first screenshot.

When the Portfolio Performance table was last updated on February 10, 2023, the Pauling portfolio nailed down position #15 in every column.  In other words, this is the worst performing portfolio of the fifteen I track here on the ITA site.  Pauling is a Dual Momentum™ portfolio and was expected to withstand market draw-downs better […]

Pauling is one of two remaining Dual Momentum™ portfolios.  Remaining in the sense that I moved two DM portfolios over to the Sector BPI model.   The other DM portfolio is the McClintock.  Of the seven (7) different investing models explained and tracked here at ITA the Dual Momentum model is the most disappointing.  While […]

Pauling, a Dual Momentum™ style portfolio, is the account up for review this morning.  Either the model is deficient or I’ve not managed it well.  The end result is that the Pauling is one of the worst performers tracked here at ITA.  I will work with the model for a few more months or even […]

In contrast to the Copernicus the Pauling Dual Momentum™ portfolio requires a little more work to manage.  Since decisions are required there is a greater probability of messing up the portfolio, thus reducing returns.  Is the model weak or are lack of results due to a incompetent manager?  That is the question.