Show Us Your Portfolio: Gary Antonacci | How the Creator of Dual Momentum Manages His Portfolio
Show Us Your PortfolioAugust 10, 202300:41:31

Show Us Your Portfolio: Gary Antonacci | How the Creator of Dual Momentum Manages His Portfolio

In this episode, we speak with Optimal Momentum founder and author of "Dual Momentum Investing: An Innovative Strategy for Higher Returns with Lower Risk" Gary Antonacci about the process he uses to construct his personal portfolio. We talk with Gary about the goals he is trying to achieve with his portfolio and the unique momentum-based approach he utilizes to meet them. We also discuss his views on retirement, the first investment he ever made and the most important lesson he would teach the average investor.

00:00 - Intro
01:49 - Gary's biggest long-term portfolio goals
04:25 - Gary's views on retirement
05:25 - What is Dual Momentum?
08:02 - Global Equities Momentum
10:26 - Advanced Global Equities Momentum
11:57 - Optimal momentum rebalancing periods
13:29 - Applying momentum to bonds
17:12 - Applying a momentum, trend and breadth-based model to the NASDAQ
20:49 - Combining the 3 momentum models together
23:19 - Taxes and turnover in momentum investing
24:47 - Conviction and periods of difficult performance
30:27 - Judging models based on performance
31:40 - Gary's views on leverage
35:54 - Gary's first investment
38:23 - The one lesson Gary would teach the average investor

GARY'S WEBSITE
https://www.optimalmomentum.com/

GARY'S BOOK
https://www.amazon.com/Dual-Momentum-Investing-Innovative-Strategy/dp/0071849440/

SEE LATEST EPISODES
https://www.validea.com/excess-returns-podcast

FIND OUT MORE ABOUT VALIDEA
https://www.validea.com

FIND OUT MORE ABOUT VALIDEA CAPITAL
https://www.valideacapital.com

FOLLOW JACK
Twitter: https://twitter.com/practicalquant
LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094

FOLLOW JUSTIN
Twitter: https://twitter.com/jjcarbonneau
LinkedIn: https://www.linkedin.com/in/jcarbonneau