Tag Archives: Dalbar

IVY portfolio summary: fees, commissions, and taxes

Today I’d like to address some of the biggest concerns with the IVY portfolios, in particular the timing versions. Three big concerns with the implementation of IVY are management fees, trading commissions, and taxes and that they may impact performance enough to render any advantage mute. These are truly valid concerns for any portfolio. Here I’ll show how the advantages of the IVY portfolios easily overcomes these concerns. First, lets tackle fees and commissions together. The fees we’re talking about are the management fees of the ETFs in the IVY portfolio. Commissions are what your broker will charge for trading … Continue reading

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