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. Key Takeaways The Ivy Portfolio 10- and 12-month simple moving average had two cash positions: the IEF and VNQ ETFs.
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. Key Takeaways The Ivy Portfolio 10-month simple moving average maintained a single cash position with the IEF bond ETF closing below its average.
A weaker dollar and rising Treasury yields could create opportunities across inverse-dollar, gold, commodity, emerging-market and large-cap ETFs.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 90,683 | $2.42M | $3.02M | $603,040.73 | 24.94% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 5,598 | $128,062.55 | $186,469.38 | $58,406.83 | 45.61% |
| HC Hubert Cheng Park Avenue Securities LLC | 959,745 | $17.71M | $31.94M | $14.23M | 80.38% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 33,221 | $735,134.84 | $1.11M | $371,124.46 | 50.48% |
| JH Jonathan Hartzler Mcdonald Partners LLC | 29,313 | $763,896.78 | $976,416.03 | $212,519.25 | 27.82% |
| ARCA Exchange | US Country |
The fund specializes in diversified commodity investments, targeting a broad spectrum of assets to optimize returns through futures trading. By focusing on exchange-traded futures in vital raw materials and commodities such as Light Sweet Crude Oil (WTI), Heating Oil, RBOB Gasoline, Natural Gas, Brent Crude, precious metals including Gold and Silver, industrial metals like Aluminum, Zinc, Copper Grade A, and essential agricultural products including Corn, Wheat, Soybeans, and Sugar, the fund aims to provide investors with exposure to a wide array of commodities. This diversified approach is designed to achieve the investment objective by capitalizing on the market dynamics of these varied sectors.
Investing in futures for WTI offers exposure to one of the most globally traded oil benchmarks, known for its quality and liquidity.
Futures in heating oil, RBOB gasoline, and natural gas provide an investment avenue into energy commodities crucial for global consumption and energy markets.
Investing in Brent Crude futures offers exposure to another major global oil benchmark, diversifying the energy commodity investments.
Precious metals futures trading, such as for gold and silver, allows for hedging against inflation and currency depreciation.
These futures cover essential industrial metals, offering investment opportunities in commodities critical to various manufacturing sectors.
Investing in futures of staple agricultural products like corn, wheat, and soybeans provides exposure to essential food commodities with global demand.
Sugar futures add another layer of diversification, tapping into the agricultural commodity market with implications for both the food and energy sectors.