Diversified Dual Momentum at a glance

Diversified Dual Momentum is a tactical asset allocation (TAA) strategy by Corey Hoffstein (Newfound Research) across US Equity, International Equity, US Bonds, International Bonds, rebalanced monthly. Backtested 1990-10-31 to 2026-04-24 (35.6 years): 7.5% CAGR, 0.90 Sharpe, -22.1% max drawdown, 8.5% volatility.

Type
Tactical (TAA)
Author
Corey Hoffstein (Newfound Research)
Rebalancing
Monthly
Risk
Moderate
Period
1990-10-31 to 2026-04-24
CAGR
7.5%
Sharpe
0.90
Max Drawdown
-22.1%
Volatility
8.5%

Diversified Dual Momentum Tactical Asset Allocation Strategy

Diversified Dual Momentum by Corey Hoffstein extends dual momentum across four 25% pods: US/Intl Equity (SPY vs VEU), US/Intl Bonds (AGG vs BWX), Real Assets (VNQ vs DBC), Alternatives (GLD vs TLT). Each pod uses relative + absolute momentum vs BIL.

Backtest Performance (1990-10-31 to 2026-04-24)

MetricDiversified Dual Momentum
Compound Annual Growth Rate (CAGR)7.5%
Maximum Drawdown-22.1%
Sharpe Ratio0.90
Sortino Ratio1.11
Annualized Volatility8.5%
Calmar Ratio0.34
Total Return1229.5%
Backtest Period35.6 years

Strategy Details

Type
Tactical (TAA)
Rebalancing
monthly
Risk Level
moderate
Variants
1
Author
Corey Hoffstein (Newfound Research)
Source
Hoffstein, C. Diversified Dual Momentum. Newfound Research

Asset Classes

  • US Equity
  • International Equity
  • US Bonds
  • International Bonds
  • REITs
  • Commodities
  • Gold
  • Long Treasuries
  • Cash

Categories

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