I’m a long only investor using a combination of dual momentum with stock picking to achieve targeted returns of 12% per year. When I’m picking a stock I’m always trying to check if it beats the QQQ in the long run. By doing dual momentum with half of my portfolio my returns are anchored to the QQQ and when I’m in the full bonds phase it allows me to buy aggressively great companies at discount. It is a perfect strategy balancing good sleep with potential alpha.
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