It’s been a while since I’ve done updates for the various IVY portfolios. I’ve noticed that investors still have trouble implementing these portfolios so I decided to start doing the updates again. At least for a few months. Hopefully this helps investors who are trying to implement these portfolios or are just starting their research into these strategies. Also, I’ve changed the name to tactical asset allocation update because these strategies are independent of the ‘IVY’ models popularized by Meb Faber. As I mentioned in my last post you can apply these strategies to many other diversified portfolios. For now, I’ve added the Permanent Portfolio to my IVY portfolio updates. In the future, I will probably add other tactical asset allocation strategies. In particular, I will probably be adding a volatility weighting to some of these strategies. On to the November update.
Starting with the most basic portfolios, below are the November updates for the GTAA5 and the Permanent Portfolio. I keep a spreadsheet online that is update automatically.
Now for the more broadly diversified GTAA13 portfolio. Online spreadsheet for this and the GTAA3 and GTAA6 portfolios.
And finally for the more aggressive GTAA3 and GTAA6 portfolios.
These portfolios signals are valid for the whole month of November. Also, I’m considering replacing the MTUM momentum ETF with a better option. My concern with MTUM is the small market cap and low liquidity. There are potentially some better options out there. I’m considering IUSG or PDP for the US momentum ETF and am even considering adding an international momentum ETF, for example PIE.
Full Disclaimer - Nothing on this site should ever be considered advice, research or the invitation to buy or sell securities. These are my personal opinions only.