Market timing with moving averages (aka tactical asset allocation) is a regular topic on this website. My initial posts on the subject focused on the historic record of monthly moving averages in the S&P 500. After the publication of The Ivy Portfolio, I began including timing updates for the five ETFs featured in that book.

To make the monthly signals more accessible, I've renamed a permanent link in the left column: Timing Signals (formerly Moving Averages). This item pairs with the Timing Updates link, which provides interim data between the monthly closes. Also, I'm discontinuing the Ivy Portfolio Charts link in deference to charts now posted at Mebane Faber's World Beta website.

Finally, I want to alert readers to the Tactical Asset Allocation for the Masses blog. This is a useful resource for anyone seeking an application of the Ivy Portfolio timing strategy to additional ETFs. The TAA website also features updates on sector and asset-class rotation.

Tactical asset allocation with moving averages has been around for decades, but its suitability for the individual investor is heavily dependent on many factors — investment goals, personal discipline, risk tolerance, tax implications, and transaction costs, to name just a few. My periodic focus on this topic should not be taken as a general recommendation.