Meb Faber Ivy Portfolio (ETF, Video, Rules, Backtest, Investment Strategy)

Mebane T. Faber, along with Eric W. Richardson, is a co-founder of Cambria Investment Management and serves as the company’s Chief Investment Officer. In 2009, they released a book called “Ivy Portfolio,” which outlines their investment strategy. Let’s take a look at Meb Faber Ivy Portfolio.

The Ivy Portfolio is a globally diversified investment strategy that seeks to replicate the performance of a basket of endowments, such as those of Ivy League universities. The portfolio consists of a mix of stocks (60%), intermediate bonds (20%), and commodities (20%), with a focus on low-cost, passively managed index funds. The strategy uses a tactical asset allocation technique to adjust the portfolio’s allocations based on market conditions.

In this post, we answer some questions about the Meb Faber Ivy portfolio. We finish the article by doing a backtest of it.