Comparing Ivy 5 Allocation Strategy Variations
August 15, 2023 - Strategic Allocation, Technical Trading, Volatility Effects
A subscriber requested comparison of four variations of an “Ivy 5” asset class allocation strategy, as follows: Ivy 5 EW: Assign equal weight (EW), meaning 20%, to each of the five positions and rebalance annually. Ivy 5 EW + SMA10: Same as Ivy 5 EW, but take to cash any position for which the asset… Keep Reading