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 …

The Ivy ETF Portfolio

Ulli The IVY Portfolio Contact

For a couple of years now, I have been charting the Ivy ETF Portfolio to see how well it would work within the rules of trend tracking. If you are not familiar with “The Ivy Portfolio,” you can buy the book at Amazon. It shows step-by-step how to track and mimic the investment strategies of the highly successful Harvard and …