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You are here: Home / Archives for Dual Momentum

Pauling Portfolio Review: 1 June 2022

June 1, 2022 By Lowell Herr Leave a Comment

The Pauling portfolio is one of four Dual Momentum™ portfolios.  This particular DM portfolio uses a long look-back combination or essentially a one-year period. Pauling Dual Momentum Recommendation The recommendation is to sell all shares of ESGV and move to TIPs (SCHP).  I have several TSLOs set to sell ESGV shares.  Rather than sell all […]

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

Pauling Portfolio Review: 25 March 2022

March 25, 2022 By Lowell Herr

Early in March the Pauling portfolio ranked #12 out of 16 in IRR performance and #8 when calculating for risk.  For comparison, the Schrodinger ranked #5 in IRR and #9 on a risk adjusted basis.  I plan to post an update on the performance numbers this weekend to see if there are any major changes […]

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

Galileo Portfolio Review: 22 March 2022

March 22, 2022 By Lowell Herr

The Dual Momentum™ Galileo portfolio is scheduled for review this afternoon.  A few settings are important to consider.  The obvious setting are:  1) The investing model is set to DM.  2) The VTI target filter is turned off.  Less obvious is the look-back period.  With the Galileo I’m using the default combination of 60- and […]

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

McClintock Portfolio Review: 28 January 2022

January 28, 2022 By Lowell Herr

McClintock is a Dual Momentum™ portfolio where a longer look-back period is used.  As you recall, the Franklin recommendation was to move out of VTI and into a lower volatile security.  The Franklin uses a shorter look-back combination so it is quicker to react to market movements.  Not so with the McClintock as you will […]

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Pauling Dual Momentum Review: 18 January 2022

January 18, 2022 By Lowell Herr

Pauling is the Dual Momentum™ portfolio up for review this morning.  As I write this blog post, futures are down.  When futures are negative and I’m working on a DM portfolio that is 100% invested in U.S. Equities, the market direction is an alert signal that prices need to be updates not long after the […]

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

Galileo Dual Momentum Portfolio: 14 January 2022

January 14, 2022 By Lowell Herr

There is no change in the Galileo recommendation.  Continue to remain at the same level or 100% invested in VTI.  While the following data is based on 1/13/2021 prices, I updated the Kipling this morning and there is no change in this Dual Momentum™ portfolio. Galileo Dual Momentum Recommendation Using the DM investing model and […]

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

Dual Momentum: A Brief Update of Four Portfolios

January 8, 2022 By Lowell Herr

  Regarding the recent market volatility, I was somewhat concerned as to what might be happening to one or more of the four Dual Momentum™ portfolios tracked here at ITA Wealth Management.  Were any changes taking place or recommendations to move out of VTI?  There is no need to worry any longer as all four […]

Filed Under: Dual Momentum Tagged With: Dual Momentum

McClintock Portfolio Review: 24 November 2021

November 24, 2021 By Lowell Herr

Happy Thanksgiving   Before getting into the McClintock review, let me wish everyone a Happy Thanksgiving. I realize it is a few weeks late for Canadian citizens. Just help celebrate with us tomorrow. As one of three Dual Momentum portfolios participating in an experiment where different look-back periods are used, the McClintock uses the middle […]

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

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