Portfolio

Yes, you are trying too hard

“True wisdom comes to each of us when we realize how little we understand about life, ourselves, and the world around us.” Socrates When I read the Socrates quote above I can’t imagine what he would have said about today’s world. We live in a highly complex non-linear world with access to way more information than even massive computers can…

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Portfolio , TAA Investing

IVY Portfolio October 2013 Signals

Yesterday was the last trading day of the month of October. Time to update the IVY timing portfolio signals. This post updates the signals for the basic IVY 5 asset class timing portfolio, also known as GTAA 5. You can see the signals at world beta or at dshort as well. I have my own tracking spreadsheet on-line as well. Below is a snapshot…

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Portfolio , TAA Investing

IVY Portfolio August 2013 signals

Friday was the last trading day of the month of August. Time to update the IVY timing portfolio signals. This post updates the signals for the basic IVY 5 asset class timing portfolio, also known as GTAA 5. You can see the signals at world beta or at dshort as well. I have my own tracking spreadsheet on-line as well. Below is a snapshot…

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Portfolio , TAA Investing

IVY Portfolio July 2013 signals

Today was the last trading day of the month of July. Time to update the IVY timing portfolio signals. This post updates the signals for the basic IVY 5 asset class timing portfolio, also known as GTAA 5. You can see the signals at world beta or at dshort as well. Starting in this month’s update I have my own tracking spreadsheet on-line as well.…

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Portfolio , TAA Investing

IVY portfolio summary: fees, commissions, and taxes

Today I’d like to address some of the biggest concerns with the IVY portfolios, in particular the timing versions. Three big concerns with the implementation of IVY are management fees, trading commissions, and taxes and that they may impact performance enough to render any advantage mute. These are truly valid concerns for any portfolio. Here I’ll show how the advantages…

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Portfolio , TAA Investing

IVY Portfolio Summary: returns, risk, & SWRs

Now that I’ve presented several variations and updates to the IVY portfolios, in this post I update all the relevant portfolio statistics and compare them to some commonly held diversified portfolios. I provide the definitions of the portfolio stats and the various portfolios. I conclude with some brief observations. In the table below, you’ll find the various IVY Portfolios I’ve…

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Portfolio , TAA Investing

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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