Portfolio , TAA Investing

IVY Portfolio Summary,1973 to 2013: returns & risk

Last July, I posted summary statistics for various IVY style investment portfolios alongside some of the more traditional recommended investment portfolios like the 60/40 stock/bond portfolio. See that post here. Now that 2013 is well and gone and that I’ve decided to start posting my musings again, I’ve updated the statistics to include 2013 performance. Here are the summary stats…

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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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