The Ivy Portfolio

Very Nice link tnx.
it has an interesting performance for 2007.

Natural questions:
a) I am wondering if a 1 to 2 leverage would be beneficial.
b) I guess that the strategy for replacing the ETFs in the portfolio has a very critical role.
c) how the Ivy will work with a "buy and hold strategy"?
d) what about a replacement strategy that follow MACD and RSI?
 
Quote from Straddle1985:

I got burnt using one of the strategies from this book in 2011. I started implementing the momentum method for a basket of 20 ETF's and then take the top 2 with the greatest momentum (6monthly and 1monthly). The backtests were pretty good, but I lost a lot on DBP and DBE. All in all, I closed down with -22% after a year with the S&P doing much better.
More...

By the time it come out in a book the value of the strategy has been exhausted and they are just trying to collect whatever residual value is left by selling to book to the masses.
 
well the book does not say that much and in the end you can summarize it as follows:

- diversification is good
- you can not manage all the aspect of the portfolio
- goes for "managed" for what you do not feel confident
- Try to manage what you can manage.
- ETFs can help you in the diversifications

not a real strategy... just more or less obvious suggestions
 
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