Here are the updates for the income investor dashboard and the IVY timing model for the end of January 2012. The income investor dashboard for January 2012 is below. First a few changes for the dashboard from last year. Most importantly I am only listing investable products in the dashboard. No more Read more…
In past posts I’ve discussed how a timing system, based on ETFs, works to lower risk, preserve capital, and at worst match long term market returns. This system use commonly available ETFs such as VTI, SPY, IEF, etc… Also, in the past I’ve loosed into whether timing high dividend stocks Read more…
In this post I want to take a look at the 5 year performance of the IVY market timing portfolio that I’ve discussed on the blog several times before (here and here or search the blog for ‘timing‘). For investors that are not inclined to pick investments for themselves, and Read more…
It’s that time of year again. Time to put on the accountant’s hat, tally up the wins and losses for the year and see if my 2011 goals were met. In this post I’ll take a look at the performance of my portfolio in 2011 as well as some of Read more…
2011 was definitely a wild and wacky year for investments. Volatility and uncertainty returned to the markets with a vengeance. In my mind, 2011 was the year of the contrarian in spades. Usually being contrarian pays off handsomely but 2011 delivered in that regard more than usual. Can you remember Read more…
September turned out true to historical form, as one of the weakest months for stocks, In last month’s report I said that there was a good chance stocks would test the August lows. The August lows were not only tested this month but broken causing even more pain for stocks Read more…
The end of the third quarter was down right ugly. The end of Sept timing model sell signals proved out pretty well this month, preserving an investor’s capital. Lets look at the month end results to the timing model. For background on the model see here. The timing model status Read more…
Here is the updated income investor dashboard for September. Prices are as of the market close on Friday September 2nd. August overall had one general theme; stocks bad, bonds good. See the dashboard below. August was one of the worst months on record for stocks. Markets are trading mainly on Read more…
Just a quick update on my last post on the 200-day moving average timing model. At the end of August the model was signaling the following. See here for more details. Based on the 200-day moving averages (10-month) the model was indicating that investors go to cash for US stocks Read more…
It’s been since May that I updated my table on MLP valuation. With the recent volatility in the market and the month of August coming to an end it is a good time to take a look at MLP valuation. Lets jump right in. As I’ve done before, I updated Read more…
I thought it would be a good time to update the timing model I’ve discussed on the blog before. The model is based on 200-day moving averages and is called the Ivy League Portfolio. See Mebane’s website for more details. I also highly recommend his book on the topic. While Read more…