IVY portfolio end of July 2012 signals

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 […]

Portfolio Re-Balances: Dec 20, 2021

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Book Re-Balances Nov 22, 2021

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Comparing Portfolio Performance (1973 To 2020)

Time for my annual post updating statistics for the various portfolios that I track. This is the last post rounding up 2020 statistics. All portfolio stats were gathered using AllocateSmartly, P123, and various other sites like MSCI. Obviously, there are many more portfolio options out there. This is just a sampling […]

Book Re-Balances Sep 28, 2020

Oops! You need to be a member to access this page. If you’re already signed up login with the form below. Otherwise, to learn more about the Economic Pulse newsletter see here. Or to learn more about the Quant Pulse service see here. Regards, Paul

Comparing Portfolio Performance (1973 To 2019)

Time for my annual post updating statistics for the various portfolios that I track. This is the last post rounding up 2019 statististics. All portfolio stats were gathered using AllocateSmartly, P123, various other sites like MSCI, and the wonder that is Excel. Obviously, there are many more portfolio options out there. […]

Book Re-Balances Aug 5, 2019

Oops! You need to be a member to access this page. If you’re already signed up login with the form below. Otherwise, to learn more about the Economic Pulse newsletter see here. Or to learn more about the Quant Pulse service see here. Regards, Paul

Comparing Portfolio Performance (1973 To 2017)

This is a long overdue book keeping post updating statistics for the various portfolios that I track. All portfolio stats were gather using AllocateSmartly, P123, and the wonder that is Excel. Obviously there are a lot more portfolios. This is just a sampling. Go to AllocateSmartly for more on all kinds of […]