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You are here: Home / Archives for Pauling Portfolio

Pauling Portfolio Review: 26 June 2023

June 26, 2023 By Lowell Herr

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 […]

Filed Under: Pauling Portfolio Tagged With: Pauling Portfolio

Pauling Dual Momentum Portfolio Review: 30 May 2023

May 30, 2023 By Lowell Herr

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 […]

Filed Under: Pauling Portfolio, Dual Momentum Tagged With: Pauling Portfolio

Pauling Dual Momentum Portfolio Review: 18 May 2023

May 18, 2023 By Lowell Herr

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.

Filed Under: Pauling Portfolio, Dual Momentum Tagged With: Dual Momentum, Pauling Portfolio

Pauling Dual Momentum Portfolio Review: 25 April 2023

April 25, 2023 By Lowell Herr

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 […]

Filed Under: Dual Momentum, Pauling Portfolio Tagged With: Dual Momentum, Pauling Portfolio

Pauling Dual Momentum Review: 24 March 2023

March 24, 2023 By Lowell Herr

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 […]

Filed Under: Pauling Portfolio, Dual Momentum Tagged With: Dual Momentum, Pauling Portfolio

Pauling Portfolio Review: 21 February 2023

February 21, 2023 By Lowell Herr

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 […]

Filed Under: Pauling Portfolio, Dual Momentum Tagged With: Dual Momentum, Pauling Portfolio

Pauling Portfolio Review: 18 January 2023

January 18, 2023 By Lowell Herr

Pauling is the Dual Momentum™ portfolio scheduled for an update this morning.  Of all the portfolios tracked here at ITA, Pauling is the poorest performer when it comes to annualized Internal Rate of Return (IRR) results.  As a result, I am changing the look-back period as I will show and discuss in the first screenshot.

Filed Under: Pauling Portfolio, Dual Momentum Tagged With: Dual Momentum, Pauling Portfolio

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