Moving Averages of the Ivy Portfolio and S&P 500: November 2025

This article provides an update on the monthly moving averages we track for the S&P 500 and the Ivy Portfolio after the close of the last business day of the month. The Ivy Portfolio The Ivy Portfolio is based on the asset allocation strategy used by endowment funds from Harvard and Yale.

ETF Trends • Dec 1, 2025

Moving Averages of the Ivy Portfolio & S&P 500: October 2025

This article provides an update on the monthly moving averages we track for the S&P 500 and the Ivy Portfolio after the close of the last business day of the month. The Ivy Portfolio The Ivy Portfolio is based on the asset allocation strategy used by endowment funds from Harvard and Yale.

ETF Trends • Oct 31, 2025

What This Fund's $180 Million Treasury Bet Signals to Long-Term Investors

Nevada-based Peavine Capital bought 194,700 shares of IEF for an estimated $18.6 million in the third quarter. The transaction represented 3.8% of Peavine's 13F reportable assets under management.

The Motley Fool • Oct 28, 2025

The Great Bond Debate: How Strategists Are Positioning Their ETFs

A compelling observation was made by Jeffrey Sherman, deputy chief investment officer at DoubleLine, on stage at the Astoria Advisors Macro Summit. He had just stated, “As a bond investor, I'm here to tell you that we're not special, but that we tend to be more risk-averse.

ETF Trends • Oct 27, 2025

Wealth Manager Loads Up on Fixed Income ETF, According to Recent Filing

On October 16, 2025, Burns Matteson Capital Management, LLC disclosed a new position in iShares 7-10 Year Treasury Bond ETF (IEF -0.28%), acquiring approximately $2.56 million in shares for the quarter ended September 30, 2025.

The Motley Fool • Oct 17, 2025

Moving Averages of the Ivy Portfolio and S&P 500: September 2025

This article provides an update on the monthly moving averages we track for the S&P 500 and the Ivy Portfolio after the close of the last business day of the month. The Ivy Portfolio The Ivy Portfolio is based on the asset allocation strategy used by endowment funds from Harvard and Yale.

ETF Trends • Oct 1, 2025

Corporate Credit Spread Complacency: Neutral IGSB, Bearish HYG, Bullish IEF

Sovereign risks are evident and corporate earnings have impressed. However, these are known factors – it's time to look ahead. We remain bearish high yield credit, with the spread between high yield-to-investment grade narrowing toward the -1 sigma boundary. Fundamentals in high yield credit have probably struck an inflection point. Investment grade fundamentals seem better-off. However, credit spreads are exceptionally narrow.

Seeking Alpha • Sep 4, 2025

Moving Averages of the Ivy Portfolio & S&P 500: August 2025

This article provides an update on the monthly moving averages we track for the S&P 500 and the Ivy Portfolio after the close of the last business day of the month. The Ivy Portfolio The Ivy Portfolio is based on the asset allocation strategy used by endowment funds from Harvard and Yale.

ETF Trends • Aug 29, 2025

IEF: Staying Bullish As Spread Repricing Echoes Opportunity

Yield spreads, especially the 10-year to 3-month and 10-2 year, offer crucial insight into market expectations for the economy and the iShares 7-10 Year Treasury Bond ETF alike. As argued in recent months, we expect a cyclical slowdown to consolidate and risk-off sentiment to prevail, which could bolsted IEF ETF's total returns. Though merely a judgement call, we expect real yields to diminish on the basis of a lower neutral rate and a softer term premium. Moreover, we expect breakevens to calm.

Seeking Alpha • Aug 9, 2025

Funds Only Portfolio: Potentially $6,000 Per Month Income

A diversified, funds-only portfolio can deliver reliable 6-7% income and market-matching growth, ideal for retirees seeking simplicity and peace of mind. Asset allocation spans dividend growth, bonds, real estate, energy, covered calls, utilities, commodities, preferreds, and specialty funds for broad diversification. Fund selection prioritizes low fees, competent management, and minimal leverage, balancing income, growth, and capital preservation across market cycles.

Seeking Alpha • Aug 9, 2025