Sunday, April 26, 2015

Ivy Portfolio Status 42615

My implementation of the Ivy Portfolio by Faber and Richardson is to use tactical asset management with each of the 5 domains to diversify in: Bond Funds (AGG, BND), Real Estate (IYR, VNQ), International Stock funds (EFA, VEU), US Stock Funds (SPY, VTI), Commodity funds (DBC, RJI). When my technicals give me an entry, I put money into one of the two funds in the domain that is signaling up. Right now, I am in SPY, VEU and DBC. See charts on those below. I am half strength in DBC because the fund is well below its 200 day moving average and will have to work its way back up. VEU is moving up the strongest, and I think that is because of the QE program ECB President Mario Draghi has Europe in.

In my last post I had mentioned that MSFT needed to break out of its downward pattern… and it did and gave a buy signal before earnings announcement. Unfortunately MSFT is not something I invest in. It behaved very well and gave an up signal prior to the earnings announcement and then jumped up…. there were investors already betting on the up move before the earnings announcement. Could it be that they knew the good news coming or was that just chart optimism from the double bottom?
See the refreshed MSFT chart below.






MSFT chart below:


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