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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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Here is the tactical asset allocation update for August 2016. Below is the snapshot for the AGG3, AGG6, and GTAA13 portfolios. The source data can be found here. This is a new version of the sheet. Google updates the Sheets program every so often and old version of sheets just stop working. That […]
Here is the tactical asset allocation update for July 2016. If you didn’t listen to the news all month or didn’t check prices during the month then you would think it was a pretty uneventful month and overall quite a decent month for almost all asset classes. Unfortunately, like most […]
Here is the tactical asset allocation update for June 2016. Below is the snapshot for the AGG3, AGG6, and GTAA13 portfolios. The source data can be found here. The sheet contains the IVY5, GTAA5, and the Permanent Portfolio as well. These signals are valid after every trading day. So, while I’ll maintain these […]