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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

Pauling Interim Update: 9 February 2022

February 9, 2022 By Lowell Herr

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 […]

Filed Under: Pauling Portfolio Tagged With: Pauling Portfolio

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

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