Pauling is the portfolio scheduled for an update this morning. Readers will note the limited number of options as this investment model is very similar to the Dual Momentum™ model. Yes, there is plenty of overlap among the equity offerings so the investment quiver could be paired down to fewer offerings.
Pauling Portfolio Review: 12 July 2023
While the Pauling was not scheduled for review today, the large percentage of cash in the portfolio required some attention. This portfolio is either the poorest or next to the poorest performer of all the ITA portfolios. That is another reason to keep on top of this account. I’ve moved the investing model from the […]
Pauling Portfolio Review: 26 June 2023
When a portfolio fails to meet expectations, changes are required. That is what readers can expect to see in this review of the Pauling and what is coming over the next few months. Classified as a Dual Momentum™ portfolio, the Pauling is currently holding down the #15 spot. Instead of investing in a single ETF […]
Pauling Dual Momentum Portfolio Review: 30 May 2023
Pauling is the Dual Momentum™ portfolio up for review this morning and while the data is current as of 5/26/23, I don’t think today’s action will alter the recommendation shown in the first screenshot. As mentioned before, the Pauling is on notice due to poor performance. Part of this is my fault as I’ve held […]
Pauling Dual Momentum Portfolio Review: 18 May 2023
In contrast to the Copernicus the Pauling Dual Momentum™ portfolio requires a little more work to manage. Since decisions are required there is a greater probability of messing up the portfolio, thus reducing returns. Is the model weak or are lack of results due to a incompetent manager? That is the question.
Pauling Dual Momentum Portfolio Review: 25 April 2023
Pauling, a Dual Momentum™ style portfolio, is the account up for review this morning. Either the model is deficient or I’ve not managed it well. The end result is that the Pauling is one of the worst performers tracked here at ITA. I will work with the model for a few more months or even […]
Pauling Dual Momentum Review: 24 March 2023
Pauling is one of two remaining Dual Momentum™ portfolios. Remaining in the sense that I moved two DM portfolios over to the Sector BPI model. The other DM portfolio is the McClintock. Of the seven (7) different investing models explained and tracked here at ITA the Dual Momentum model is the most disappointing. While […]
Pauling Portfolio Review: 21 February 2023
When the Portfolio Performance table was last updated on February 10, 2023, the Pauling portfolio nailed down position #15 in every column. In other words, this is the worst performing portfolio of the fifteen I track here on the ITA site. Pauling is a Dual Momentum™ portfolio and was expected to withstand market draw-downs better […]
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