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New Ivy Portfolio Tool

|Includes:Vanguard Total Bond Market ETF (BND), DBC, GSG, RWX, TIP, VB, VEU, VNQ, VTI

My site has been greatly inspired by Mebane Faber's The Ivy Portfolio: How to Invest Like the Top Endowments and Avoid Bear Markets. I have added a new tool to the site for those interested in tracking the 10 month moving average signals for some of the portfolios listed in Faber's book.

Faber discusses 5, 10, and 20 security portfolios that have trading signals based on long-term moving averages. I have added a new spreadsheet at the top of Scott's Investments which tracks the 10 month moving average for the 5 and 10 security portfolios. When a security is trading below its 10 month simple moving average, the position is listed as "Cash". When the security is trading above its 10 month simple moving average the positions is listed as "Invested".

The spreadsheet's signals update daily using dividend/split adjusted closing price from Yahoo Finance data. The 10 month simple moving average is based on the most recent 10 months including the current month's most recent daily closing price.

There is a link to the spreadsheet at the top of the site ("Ivy Portfolio"); however, if you want a wider view of the spreadsheet click on the link "Ivy Portfolios" on the right hand column of the site.

As of today's close, the current signals are listed below:




Symbol Ivy 10 Portfolio Position (determined by current 10 month SMA)
BND Vanguard Total Bond Market ETF Invested
DBC PowerShares DB Commodity Index Tracking Cash
GSG S&P GSCI(NYSE:R) Commodity-Indexed Trust Cash
RWX SPDR DJ International Real Estate ETF Cash
VNQ Vanguard REIT Index ETF Invested
TIP iShares Barclays TIPS Bond Invested
VWO Vanguard Emerging Markets Stock ETF Cash
VEU Vanguard FTSE All-World ex-US ETF Cash
VB Vanguard Small Cap ETF Invested
VTI Vanguard Total Stock Market ETF Invested
     
Symbol Ivy 5 Portfolio Position
BND Vanguard Total Bond Market ETF Invested
DBC PowerShares DB Commodity Index Tracking Cash
VNQ Vanguard REIT Index ETF Invested
VEU Vanguard FTSE All-World ex-US ETF Cash
VTI Vanguard Total Stock Market ETF Invested
     
  Data Source: Yahoo Finance  
No current positions.
Stocks: BND, DBC, GSG, RWX, TIP, VB, VEU, VNQ, VTI