Testing The Ivy ETF Portfolio

Ulli The IVY Portfolio Contact

A big tip of the hat goes to reader Richard for sharing his back testing results of the Ivy ETF Portfolio. Richard is a far better chartist than I am and has thrown me an assist on some occasions. He writes as follows: There are several details to be aware of, as I tried to keep it simple/rule-based: 1.  No …

ETF/No Load Fund Tracker For Friday, May 13, 2011

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ETF/No Load Fund Tracker StatSheet ————————————————————- THE LINK TO OUR CURRENT ETF/MUTUAL FUND STATSHEET IS: https://theetfbully.com/2011/05/weekly-statsheet-for-the-etfno-load-fund-tracker-updated-through-5122011/ ———————————————————— Market Commentary Friday, May 13, 2011 BEARISH FOOTPRINTS Mixed economic data throughout the week kept the markets bouncing around in a trading range with no clear direction. Compared to last Friday’s close, the S&P 500 ended down 2 points. Expectations for an expanding …

Weekly StatSheet For The ETF/No Load Fund Tracker – Updated Through 5/12/2011

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ETF/Mutual Fund Data updated through Thursday, May 12, 2011 If you are not familiar with some of the terminology used, please see the Glossary of Terms. 1. DOMESTIC EQUITY MUTUAL FUNDS/ETFs: BUY— since 6/3/2009 As announced via a blog post, on 6/2/2009, the TTI triggered a buy signal with an effective date of 6/3/2009. We will use the 7% trailing …

USO Underperforms Benchmark

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With oil having come off its highs, the performance, or lack thereof, of the United States Oil Fund (USO) has raised some eyebrows, as the WSJ (subscription required) reports in “The Sum of Oil Fears:” The United States Oil Fund, ticker USO, remains one of Wall Street’s most popular vehicles for betting on oil prices. The exchange-traded fund, which invests …

6 ETF Model Portfolios You Can Use – Updated through 5/10/2011

Ulli Model ETF Portfolios Contact

Last week’s market pullback did affect all of our portfolios, although only one position slipped enough to trigger its trailing sell stop. As I posted last Friday, that was the volatile commodity sector, in which we had holdings via the DBC index, which were sold. The winner for last week turned out to be the ETF income portfolio (#5), which …