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More nice charts - Ivy Portfolio, Mebane Faber
Posted: Wed Sep 02, 2015 9:32 pm
by ochotona
The
Ivy portfolio is a lazy portfolio with only five components that is worth looking at. It performs better when you add in simple once monthly timing analysis (buy if price above 10 month MA, sell below).
Re: More nice charts - Ivy Portfolio, Mebane Faber
Posted: Thu Sep 03, 2015 10:28 am
by AdamA
Re: More nice charts - Ivy Portfolio, Mebane Faber
Posted: Sun Sep 06, 2015 7:43 pm
by ochotona
FWIW, the August 31, 2015 10 month simple moving average signal used by the Ivy Portfolio, for PP-usable ETFs SCHB (US Equities), TLO (long Treasuries), and SGOL (gold) were all "go to cash". So a "timed PP" would be 100% cash now.
SCHB ~ VTI
TLO ~ TLT
SGOL ~ IAU, GLD
PP with timing shown below with regular PP and S&P500 with dividends reinvested. From Meb Faber research.