Last week I peeked in on a Dual Momentum™ portfolio and was surprised to see a Buy recommendation for U.S. Equities. This despite a declining market. As a result of this alert, I decided to look at each of the DM portfolios tracked here on the ITA blog. ITA stands for Investment Trend Analysts or […]
Pauling Portfolio Review: 1 June 2022
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 […]
Pauling Interim Update: 9 February 2022
Before getting into the Pauling update, I’ll mention that yesterday was a very sad day in our house as we needed to euthanize a most wonderful dog, Kipling. He was a smart Bichon Frise rescue dog and he never forgot those who showed him affection. He was my constant companion who loved classical music, car […]
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 […]
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