No change of investment for any of the strategies for the month of March 2021. The strategies are all off to a terrific year, in spite of giving back some gains at the end of February. Year to Date Results: S&P500 1.72% Nasdaq 100 0.13% Global Navigator 2.56% The Russell 7.25% USA S-M-L 22.70% ...

Looks like you have stopped reporting Global/Russell 30/70%. It seemed to take some of the downside out and helped during times when the world is doing better than the U.S. Correct, I switched to reporting that combination to one of 40% The Russell and 60% USA S-M-L with the last update. I can't sh...

Looks like you have stopped reporting Global/Russell 30/70%. It seemed to take some of the downside out and helped during times when the world is doing better than the U.S. Correct, I switched to reporting that combination to one of 40% The Russell and 60% USA S-M-L with the last update. I can't sh...

Only Feb 8th and everything is just on fire, makes me feel bubblicious. https://i.ibb.co/096dJHb/Screen-Shot-2021-02-08-at-11-15-42-AM.png Looks like you have stopped reporting Global/Russell 30/70%. It seemed to take some of the downside out and helped during times when the world is doing better t...

mathjak107 wrote: ↑Thu Jan 21, 2021 10:54 am Just added gold back , 1317 Gld and 633 shares gbtc a Bitcoin proxy .

No Tlt yet but I may add just 10% of the position ....I think the inflation fears have more to go

Is there a way to get the present premium on GBTC? One site had a +6.28 for yesterday. Lowest for a while?

Yeah and emerging market stocks instead of TSM and bank loans instead of bonds. Nothing remotely PP-esque about this guy IMHO. You will not find any prominent wall street guys smoking the PP almost!! They all have something to sell you. I'm OK with Jeffrey. He will sell his emerging market stocks w...

a preview of the updated monthly reporting deck, with numbers current through mid morning today. Dual Momentum Systems January 2021 I was wondering why you are interested in mid month signal and reporting? Any history to make you sleep better? Is the month end signal getting stronger or weaker? Or ...

a preview of the updated monthly reporting deck, with numbers current through mid morning today. Dual Momentum Systems January 2021 I was wondering why you are interested in mid month signal and reporting? Any history to make you sleep better? Is the month end signal getting stronger or weaker? Or ...

Checked IWS and IWP as of January 6th. If you were buying today it would be IWS. 21.98 for IWS and IWP for 17.10. Value 28% stronger than growth. Here's where I have them as of right now. Fact Sheets mid-month, not final for Feb! How do you get to look forward for a month or half month? The lookbac...

Buy the dip. However, I don't need the money for a few years, I have way too much cash already, and I'm full up with stocks, bonds, BITCOIN, miners, silver... so gold it is. I guess if I had a hole elsewhere in my allocation I might not be buying gold. Since 2004 when GLD came out it has done +9%. ...

dualstow wrote: ↑Fri Jan 08, 2021 12:50 pm Gold is down 4-frickin-%.
Might have to buy some this month.

Might make 2% a year for 10 years. I got 28% of it and it't not going to do much for us unless we get lucky.

StrategyDriven wrote: ↑Thu Jan 07, 2021 12:47 pm

modeljc wrote: ↑Thu Jan 07, 2021 10:43 am Checked IWS and IWP as of January 6th. If you were buying today it would be IWS. 21.98 for IWS and IWP for 17.10. Value 28% stronger than growth.

Here's where I have them as of right now.


Fact Sheets mid-month, not final for Feb!

How do you get to look forward for a month or half month?

My numbers are IWS 20.00 and IWP 19.8625. They are very small to make a trade difference in my view. If I had a live trade in IWP I might not trade as the in and out will kill returns. Did a small position for IWS and VXUS. It was easy as I did not need to sell IWP which was up 4.7% on a paper trad...

My numbers are IWS 20.00 and IWP 19.8625. They are very small to make a trade difference in my view. If I had a live trade in IWP I might not trade as the in and out will kill returns. Did a small position for IWS and VXUS. It was easy as I did not need to sell IWP which was up 4.7% on a paper trad...

My numbers are IWS 20.00 and IWP 19.8625. They are very small to make a trade difference in my view. If I had a live trade in IWP I might not trade as the in and out will kill returns. Did a small position for IWS and VXUS. It was easy as I did not need to sell IWP which was up 4.7% on a paper trad...

Used Portfolio Visualizer got 20.265 for IWS and 20.951 for IWP. Used ETF Replay and got 20.275 for IWS and 20.951 for IWP. Anyway IWP is the winner. Probably includes dividends for ETF Replay. Both services are one day late reporting the last day of the month. Hard to do a trade before the end of ...

My numbers are IWS 20.00 and IWP 19.8625. They are very small to make a trade difference in my view. If I had a live trade in IWP I might not trade as the in and out will kill returns. Did a small position for IWS and VXUS. It was easy as I did not need to sell IWP which was up 4.7% on a paper trad...

My numbers are IWS 20.00 and IWP 19.8625. They are very small to make a trade difference in my view. If I had a live trade in IWP I might not trade as the in and out will kill returns. Did a small position for IWS and VXUS. It was easy as I did not need to sell IWP which was up 4.7% on a paper trad...

The Russell had a surprise winner for the end of the month, IWP is out, IWS is in. And with that last minute change, I'm going to stop giving what it looks like the investment will be until the month is fully over, just confuses things when they don't go the way they look like they will and change ...

ACWX and VXUS are virtually identical ETF's. I was persuaded by an individual to switch from ACWX to VXUS for it's 10X larger AUM, 1/3rd as large fee and 3X trading volume. It was the right thing to do. If you are in ACWX currently, I'd hold it until there is a change. You can see from 11/01/2020 t...

Unless the last day of the year is a doozy, the investment selections for both Global Navigator and The Russell are unchanged for January. Global Navigator: VXUS The Russell: IWP I'll post the end of month and year results a day or two after the year is complete, I like getting the final numbers fr...

I figure when risk is off there is not trigger. Just use smart leverage. When risk is on only use it if certain conditions are met. Any more clues that you can talk about? I’ll let you know if we had a confirmed Leverage Trigger and enter into a 2X ETF, every month I confirm that we either stay the...

Can you give use the rules for smart leverage? How much decline do you need to see before you use it. It appears to be automatic when entering the three Russell indexes. How about when you have risk off in bonds. Mod, I'm going to stay a little tight lipped about that part of the strategy - how and...

Can you give use the rules for smart leverage? How much decline do you need to see before you use it. It appears to be automatic when entering the three Russell indexes. How about when you have risk off in bonds. Mod, I'm going to stay a little tight lipped about that part of the strategy - how and...

Several years ago when I started investing in these models, I had a little difficulty getting over a mental hurdle that I had with following the directive of the model and going 100% into something if I felt the market was currently overvalued. Others may or may not have this or other hangups. I've...