The S&P 500 closed August with a fractional monthly gain of 0.05% after a monthly gain in July of 1.93%. All three S&P 500 MAs are signaling “invested” and four of the five Ivy Portfolio ETFs — Vanguard Total Stock Market ETF (VTI), Vanguard FTSE All-World ex-US ETF (VEU), iShares Barclays 7-10 Year Treasury (IEF), and Vanguard REIT Index ETF (VNQ) — are signaling “invested”. In the table, monthly closes that are within 2% of a signal are highlighted in yellow.
The above table shows the current 10-month simple moving average (SMA) signal for each of the five ETFs featured in The Ivy Portfolio. We’ve also included a table of 12-month SMAs for the same ETFs for this popular alternative strategy.
For a fascinating analysis of the Ivy Portfolio strategy, see this article by Adam Butler, Mike Philbrick, and Rodrigo Gordillo:
