Portfolio , Retirement

Maybe you should be in 100% cash

This post has nothing to do with asset prices, valuation, or timing the market as the title may have led you to believe. It has to do with investor psychology and behavior. Over the years I’ve wondered if certain types of people would be happier if they didn’t invest in anything but cash. Not ‘better off’ mind you just happier and…

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Portfolio

When to rebalance your portfolio

It’s that time of year again. Time to look at your portfolio and decide on your rebalancing strategy. Most investors know they should rebalance but many don’t do it or they get hung up on the detailed mechanics of rebalancing. In this post I’ll present a quick summary of rebalancing approaches and share my approach as well. We rebalance portfolios…

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Portfolio

Tactical asset allocation – december update

11 months down, 1 to go in 2014. Here are the tactical asset allocation portfolio updates for this month. Starting with the most basic portfolios, below are the December updates for the GTAA5 and the Permanent Portfolio. I keep a spreadsheet online that is update automatically. There were no changes from last month. Now for the more broadly diversified GTAA13 portfolio…

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Portfolio

Tactical asset allocation november update

It’s been a while since I’ve done updates for the various IVY portfolios. I’ve noticed that investors still have trouble implementing these portfolios so I decided to start doing the updates again. At least for a few months. Hopefully this helps investors who are trying to implement these portfolios or are just starting their research into these strategies. Also, I’ve…

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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 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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