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You are here: Home / Archives for McClintock Portfolio

McClintock Portfolio Review: 23 November 2022

November 23, 2022 By Lowell Herr Leave a Comment

Of all the Dual Momentum™ portfolios, the McClintock stands out as the top performer.  The exact reason remains somewhat of a mystery.  I attribute the excellent performance to the luck-of-review-day as the operational model is the same for

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

Checking Up On McClintock: 5 October 2022

October 5, 2022 By Lowell Herr 5 Comments

Updating the McClintock generated a surprise as I expected the Dual Momentum™ model would follow the recommendation we observed for both the Franklin and Pauling portfolios which was to invest 100% of the portfolio in U.S. Equities.  Not so with the McClintock as the

Filed Under: McClintock Portfolio Tagged With: McClintock Portfolio

McClintock Portfolio Review: 16 August 2022

August 16, 2022 By Lowell Herr Leave a Comment

Yesterday I updated the Franklin, a poor performing Dual Momentum™ portfolio.  This morning the McCormick is up for review and the performance is quite different.  Chalk the difference up to the luck-of-review-day rather than the particular investing model. McClintock Dual Momentum Recommendation

Filed Under: McClintock Portfolio Tagged With: McClintock Portfolio

McClintock Portfolio Review: 10 June 2022

June 10, 2022 By Lowell Herr 1 Comment

McClintock is one of four Dual Momentum™ portfolios tracked here at ITA Wealth Management.  Is this investing model doing an adequate job for the owner of this portfolio?  Follow along as I walk through the review or updating process.  If there are new readers who are not familiar with the Dual Momentum model, it is […]

Filed Under: McClintock Portfolio Tagged With: McClintock Portfolio

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