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
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