Pauling is the portfolio scheduled for an update this morning.  Readers will note the limited number of options as this investment model is very similar to the Dual Momentum™ model.  Yes, there is plenty of overlap among the equity offerings so the investment quiver could be paired down to fewer offerings.

From its early days as a Dual Momentum™ portfolio the Pauling struggled to perform as expected.  Without going into detailed analysis this may be one of those portfolios that was launched when the market declined and new money was added at high points.  Regardless, a change was needed and I made a switch in the […]

Pauling is a portfolio with an identical investment quiver as the Huygens or when the Huygens is purged of CEFs.  What is different between the two portfolios is the investing method where I am using the LRPC model with Huygens and the Buy-Hold-Sell (BHS) model with the Pauling. For many months the Pauling is either […]

Pauling is the portfolio scheduled for review this morning and it is one of the poorest performing accounts tracked here at ITA.  Last spring or summer I altered the investing model.  To see if the change is having an impact on the return/risk ratio, pay special attention to the Jensen Performance Index and the Information […]

The Pauling portfolio will be joining the Sector BPI Plus investing model group by the end of this month.  This review will explain the transition process which is nothing more than adding eleven sector ETFs to the four existing U.S. Equity securities.  To provide data for a Portfolio Report I want to begin the holdings […]