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 […]
Pauling Portfolio Review: 25 March 2022
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 […]
Galileo Portfolio Review: 22 March 2022
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 […]
McClintock Portfolio Review: 28 January 2022
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 […]
Pauling Dual Momentum Review: 18 January 2022
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 […]
Galileo Dual Momentum Portfolio: 14 January 2022
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 […]
Dual Momentum: A Brief Update of Four Portfolios
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 […]
McClintock Portfolio Review: 24 November 2021
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 […]