I recently decided to run a simulated portfolio using a modified version of the “Ivy Portfolio” – a technique that attempts to gain an advantage over the market averages by using momentum.  You can read more about my rules for this hypothetical portfolio here. The experiment began on Oct 19, 2011 with $90,000.

Portfolio Positions

Performance of Easynomics Portfolio vs S&P 500

I update my “Portfolio Positions” spreadsheet (section above) almost daily, so for the latest performance, check the line near the bottom of the spreadsheet that says “Difference” to see how the Easynomics portfolio is doing versus the S&P 500 and how much money that translates into, given that we started with a $90,000 portfolio.

I have decided to remove the Google Finance performance chart, because tracking my hypothetical portfolio on Google has been problematic.  They don’t properly update the dividend data, so it’s always off from what I am tracking manually.  I probably won’t be able to show you the progress of the performance, only what the latest result is (in the chart above).

NOTE: The performance chart shown above will only be updated about once a week or so.

 

Transactions

Changes since last time there were any new transactions:

  • May dividends were paid for AGG, IPE and JNK.  Mid-month early exit of position started for DBC, EEM and EFA.

See below for list of all transactions to date.

Automatically Updated Buy/Sell Signals

Note: The “percent from signal” refers to the distance of the ETF above or below the buy/sell line based on its latest price using only the true end-of-the-month 10-month moving average (“Month”) or using the latest price as if it’s already the end of the current month (“Interim”).

Disclaimer: All of the information provided at Easynomics is for informational and educational purposes only and should not be construed as financial, legal, or any other kind of advice.

Share