Dual Momentum Journey

Because allows you to outperform the market with less risk by focusing on concentration and long term trends.

S&P 500: ~9–10% per year (long-term).

Average equity fund investor: ~4–6% per year

Reasons?

1. Buying high, selling low
2. Buying low, selling low
3. Fear of volatility
4. Overtrading / timing
5. Lack of strategy
6. Leverage / shorting / using options
7. Can take years to be breakeven

My Dual Momentum strategy:

1. Low rotation (monthly change): easy to stick with + low costs
2. Momentum edge. Buying high selling higher is more profitable and less risky
3. Bear market filters (limit losses to -30%)
4. Two Strategies. Uncorrelated strategies to build real diversification
5. No leverage, no shorting, no guessing
6. Cocentration. Each of my strategies concentrates allowing outperformance with less risk by using bear market filters
7. Monte carlo analysis. Within 3 years you will be breakeven. Very consistent in broad momentum strategies
8. Long term trends to avoid choppy markets

THIS IS THE RESULT (I also offer low risk strategies better than 60/40 or all weather portfolio)

Substack & Youtube