If a position is less than 2% from a signal, it is highlighted in yellow.

Note

The Ivy Portfolio

The second of the three adjacent tables previews the 10-month SMA timing signals for the five asset classes highlighted in The Ivy Portfolio.

We've also included (third table) the 12-month SMA timing signals for the Ivy ETFs in response to the many requests to include this slightly longer time frame.

After the end-of-month market close, we'll update the monthly moving average feature with charts to illustrate.

The bottom line is that these moving-average signals have a good track record for long-term gains while avoiding major losses. They're not fool-proof, but they essentially dodged the 2007-2009 bear and have captured significant gains since the initial buy signals after the March 2009 low.