Portfolio

IVY portfolio end of September signals

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 signals at world beta or my preferred source dshort. Below are the signals…

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Portfolio

2011 portfolio performance

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 the benchmarks that I follow. Here we go. If you’re…

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Portfolio

Income investor dashboard 2011 performance

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 back to Dec 2010 what the ‘consenus’ was on US…

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WF-COMP Asset Class & ETF Choices

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 QuantEdge quant stock service see here. Or to learn more about the Crypto Trend Following System see here. Regards, Paul Username Password…

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TAA Investing

Tactical asset allocation – july 2016 update

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 people you probably at least paid some passing interest to…

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TAA Investing

Tactical asset allocation – june 2016 update

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 month end updates this means that you can implement your…

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