Ivy Portfolio Rotation ETF Ivy Portfolio Rotation ETF Ivy Portfolio Rotation ETF
Balanced Strategy
Ivy Portfolio
ETF Rotation Strategy
Table of contents
1. Details
The Ivy Portfolio – Rotation represents an enhanced approach derived from the renowned Ivy Portfolio, a brainchild of Meb Faber showcased in his book, “The Ivy Portfolio”.
Meb Faber is a co-founder and the Chief Investment Officer of Cambria Investment Management.
Inspired by the proven success of Harvard and Yale endowments, The Ivy Portfolio is meticulously crafted to emulate their investment strategies.
This rotation methodology employs a sophisticated multi-period backtesting process to identify the top-performing asset, enabling us to strategically invest in it for the subsequent month.
2. Performance
Source : https://portfoliodb.co
3. Instructions
Read
Read the result in 4. Strategy Results (by clicking here).
This is the ETF selected from a hand-picked list of ETFs (see the list by clicking here) using the mathematical formula and which would be the investment offering the best return today.
Invest
Invest 100% of your investment in the ETF indicated in 4. Strategy Results (click here) via a trading platform.
Maintain or Change
If you have already invested in this ETF the previous month and the ETF is still recommended, maintain your position.
If the ETF indicated in point 2 has changed, sell your position and reinvest the entire amount in the ETF indicated in point 2.
Restart
Each month, start again the process
4. Strategy Result
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5. Recommended ETFs
Source : https://portfoliodb.co
6. Returns & Drawdowns
6.1 Returns
Source : https://portfoliodb.co
6.2 Rolling Returns
6.3 Drawdown
6.4 1-Year Rolling Returns
6.5 3-Year Rolling Returns
6.6 5-Year Rolling Returns
6.7 10-Year Rolling Returns
7. Risks
Investing Disclaimer
We want to remind you that all investments carry inherent risks, and it is important to make informed decisions. While we provide a range of investment strategies, we cannot guarantee any profits or take responsibility for potential losses incurred while using any of our strategies.
Financial markets are volatile and unpredictable, and past performance does not guarantee future results. Before making any investment decision, we encourage you to consult a financial advisor or perform thorough research to ensure the selected strategy aligns with your personal financial goals.
We strive to provide accurate and insightful information based on our expertise. However, please understand that investing inherently involves risks, including the possibility of losing part or all of your invested capital.
By using any of our strategies, you accept the associated risks and acknowledge that we are not liable for any losses you may incur.
Important Notes:
- Investors must be prepared to face potential losses when using these strategies.
- The content and resources provided on this Website are for informational purposes only and do not constitute financial, tax, legal, or accounting advice.
- We are not a law firm or a professional advisory service. For personalized guidance, please consult a qualified advisor who understands your specific situation.