This blog is a continuation of prior advice where I recommended using different models to manage the “family portfolio.” While this approach is a little more complicated than managing a single portfolio, there is added diversification tied to timing or look-back periods. While I also recommend using different investment quivers, in this post I’ll focus […]
Dual Momentum Recommendation
Based on closing data for 8/7/2019, Dual Momentum investors are 100% in bonds. If you include treasuries, such as SPTL, then place 100% of the portfolio in this ETF. I include SPTL as well as a bond ETF in the Dual Momentum portfolios I track. Lowell
Look-Back Periods: How to Make Adjustments In Main Menu
Consider this blog to be a sub-set to the recent post by HedgeHunter. For those who are using the Dual Momentum model to manage one or more portfolios, the following explanation is how one might move from the default look-back settings to the one-year or 252 trading day look-back settings. The Kipling workbook is used […]
Is The Dual Momentum System Broken?
I recently received a message asking whether I thought that the Dual Momentum (DM) Model was less effective than other systems. First let me define how I interpret “Dual Momentum Model”. In this case I interpret it in the same way as used by Gary Antonacci in his book “Dual Momentum Investing” i.e. the selection […]
Dual Momentum Recommendations For Early March
Dual Momentum (DM), according to developer Gary Antonacci, recommends using three asset classes. They are as follows. U.S. Equities International Equities Bonds In the DM portfolios I track, I deviate slightly from the Antonacci model in that I break International Equities into Developed International Equities and Emerging Markets. When updating a DM portfolio this morning […]
Galileo Portfolio: A Dual Momentum Model
In contrast to the Weisskopf, reviewed moments ago, the Galileo requires a bit of management. However, with help from the Kipling spreadsheet, this is easy to accomplish. The Galileo portfolio is one of the TD Ameritrade accounts that is in transition from the old commission free ETFs over to the new list. However, I will […]
Dual Momentum Model: Simplicity of Portfolio Management
Dual Momentum Model for Portfolio Management Ease of portfolio management comes in the package of the Dual Momentum Model (DMM). While my experience is limited to approximately two years, the DMM solves numerous problems for investors. The rules are easy to understand and implement. DM is not time consuming. Fifteen minutes per month should do […]
Dual Momentum Investors Stick With VEU
A few days ago an update of the Dual Momentum Model (DMM) called for a move from VTI to International Equities, VEU. Based on current data, what is the call this morning? Beginning with the settings in the Main Menu, as shown in the following slide, investors following this simple model can check their portfolio […]