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Strategies

Dual Momentum

The strongest index of the last year, or bonds.

Growth a year, after the fee
+8.7%
Index over the same window
+13.7%
Deepest fall from a peak
43.7%
Fills
41
Paid in commission
$5,012.93
Ended at, from $10,000.00
$22,239.50
Dual Momentum S&P 500 fund, held

03 January 2017 to 14 August 2026. Prices: Yahoo Finance daily closes.

The rule

Compare the twelve-month return of US shares, developed markets outside the US and the technology index against each other and against the bond fund. The winner takes the whole allocation. When none of the three beat bonds, the allocation waits in bonds. The rule follows Gary Antonacci's global equity momentum.

Last fills of the run

DayTickerSidePriceWhy
2026-04-01 QQQ buy $584.31 QQQ still leads by enough to keep
2026-04-01 EFA sell $98.61 QQQ still leads by enough to keep
2026-01-02 EFA buy $97.04 EFA leads on twelve-month return
2026-01-02 QQQ sell $613.12 EFA leads on twelve-month return
2023-06-01 QQQ buy $352.01 QQQ leads on twelve-month return
2023-06-01 EFA sell $71.72 QQQ leads on twelve-month return
2023-02-01 EFA buy $72.19 EFA leads on twelve-month return
2023-02-01 AGG sell $100.68 EFA leads on twelve-month return
2023-01-03 AGG buy $97.56 EFA trails the bond leg, holding AGG
2023-01-03 SPY sell $380.82 EFA trails the bond leg, holding AGG
2022-08-01 SPY buy $410.77 SPY still leads by enough to keep
2022-08-01 AGG sell $104.23 SPY still leads by enough to keep