IVY Timing Portfolio – Official Update Through 2012

Mebane Faber, the creator of the IVY timing portfolio, has recently released an official update of the model with returns through the end of 2012. He also did a series of posts on his blog that chops up the update into more digestible pieces. For an intro to this topic please see my first post on the portfolio here. In…

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IVY Portfolio June 2013 signals

Time for the IVY timing portfolio trading signals for the end of June 2013. You can see the signals at world beta or my preferred source dshort. Below are the signals for the end of May 2013. Another source I’ve found for IVY updates is Scott’s Investments. He updates a spreadsheet that details the calculations. The only difference is that he uses the BND…

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IVY Portfolio May 2013 signals

Time for the IVY timing portfolio trading signals for the end of May 2013. You can see the signals at world beta or my preferred source dshort. Below are the signals for the end of May 2013. Another source I’ve found for IVY updates is Scott’s Investments. He updates a spreadsheet that details the calculations. The only difference is that he uses the BND…

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IVY Portfolio April 2013 signals

Time for the IVY timing portfolio trading signals for the end of April 2013. You can see the signals at world beta or my preferred source dshort. Below are the signals for the end of April 2013. Another source I’ve found for IVY updates is Scott’s Investments. He updates a spreadsheet that details the calculations. The only difference is that he uses the…

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IVY Portfolio January 2013 signals

Time for the IVY timing portfolio trading signals for the end of January 2013. As usual you can see the signals at world beta or my preferred source dshort. Below are the signals for the end of January 2013. Dshort posted this update during the day but I have confirmed that the signals remained the same after the market closed. If/when Dshort posts…

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Retirement portfolios 2012 performance (IVY, Permanent, 60/40)

All the year end results are in so its time to update the performance of the retirement portfolios that I track. I’ll quickly review 2012 performance for the IVY portfolios, the Permanent Portfolio, and the traditional 60% /40% stock-bond portfolio. Then I’ll put them in context of their long run performance which adds some key insights. 2012 was a great…

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IVY portfolio end of December signals

Time for the final IVY portfolio trading signals for 2012. As usual you can see the signals at world beta or my preferred source dshort. Below are the signals for the end of December 2012.   No new signals were triggered this month. The portfolio is fully invested just like it was last month. I’m still waiting for the dhsort performance update. I…

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IVY portfolio end of November signals

Friday was the last trading day of November. Time to update the IVY timing signals. As usual you can see the signals at world beta or my preferred source dshort. Below are the signals for the end of November 2012.   The new signal for the month is a buy signal for DBC. This trade would be made on Monday Dec 3rd, 2012.…

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IVY portfolio end of October signals

Today was the last trading day for the month of October 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. Sorry for the delay in posting these but with the markets being closed the last 2…

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The Permanent Portfolio – the best alternative to IVY

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 risk management automatically. But there are many broadly diversified alternatives…

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