Today I want to discuss what I consider to be the best alternative to the IVY timing portfolio. For those of you new to the blog, I think that most investors default portfolio should be the IVY timing portfolio. For background see here. It gives investors good returns and great Read more…
Time for the October portfolio review. For last month’s review see here. Not many new changes for October and for the most part unless there are some dramatic events in the market you will rarely see any major changes in my overall portfolio. Let’s start with my equity positions. In Read more…
Yesterday was the last trading day for the month of September 2012. Time to take a look at look at the month end closing prices for the ETFs that make up the IVY timing model and see if any actions need to be taken. As usual you can see the Read more…
Today I want to talk about information overload. Investors today are bombarded with more information than ever from an expanding array of sources. Many think this is a good thing but in reality it mainly leads to investor under performance. Investors and traders need to learn how to narrow their Read more…
I’ve been thinking about writing an income investing newsletter at some point….but haven’t quite committed to that concept yet. Baby steps, baby steps….so, with that in mind I thought I’d start out with a monthly commentary on the positions I hold or have held throughout the month. Feel free to Read more…
In today’s hunt for yield mREITs seem to be an increasingly popular choice. The sector offers yields in the range of 13%. With even high yield bonds trading down to yields of ~7% an almost doubling of potential yield is compelling. But have investors chased yield too much and what Read more…
Today was the last trading day for the month of August 2012. Time to take a look at look at the month end closing prices for the ETFs that make up the IVY timing model and see if any actions need to be taken. As usual you can see the Read more…
A quick follow up to my last post on risk management. In the approach I outlined in that post the first component of the strategy was to limit losses. I gave the example of limiting losses per trade to 1% of equity capital and my more conservative approach of 0.3% Read more…
The fiscal cliff is coming and the politicians are going to let us drive right over it. At least that’s the drumbeat you hear in the financial news media. And with 5 months to go until the end of 2012 the drumbeat is picking up its tempo. With that in Read more…
Today was the last trading day in July. Time to look at the month end closing prices and see what actions an investor would need to take if they are implementing the IVY timing portfolio. Great thing is that you don’t need to keep track of these yourself. They are Read more…
We are living through the greatest test of the 4% safe withdrawal rate in history. Sounds like a big overarching statement but that’s what the data tells me. A little over a year ago I questioned whether or not the year 2000 retiree would be the first to destroy the Read more…