Dual Momentum Investing Calculator - Work Toolz

Dual Momentum Strategy Illustrator

Manually input past returns to see a simplified dual momentum allocation decision.

** VERY IMPORTANT - PLEASE READ **

This tool is for educational and illustrative purposes ONLY. It demonstrates a simplified strategy based on YOUR manually entered data.
It does **NOT** use live or historical market data, perform backtesting, or provide investment advice.
Past performance is not indicative of future results. Momentum strategies can underperform and have specific risks.
The asset names and return figures are for you to define based on your research for a particular lookback period.
Always consult with a qualified financial advisor before making any investment decisions.

Input Data (for your chosen lookback period, e.g., last 12 months)

Lookback Period Description (e.g., "Last 12 Months"):

Asset Definitions

1. Primary Risky Asset Name:

2. Alternative Risky Asset Name:

3. Safe/Defensive Asset Name:

Returns Data (for the lookback period described above)

Primary Risky Asset Return (%):

%

Alternative Risky Asset Return (%):

%

Risk-Free Asset Return (%): (e.g., T-Bill for the period)

%