
In June 2026, the Ivy Portfolio's 10-month moving average signaled a shift to a single invest position after the bond ETF IEF closed below its average. Meanwhile, the S&P 500 dropped 1.1% but remained above its 10- and 12-month moving averages, maintaining an invest stance for several months. This moving average strategy helps manage risk by indicating when to hold or sell based on monthly closes relative to averages. Investors should consider signals for each specific fund rather than broad indexes for best results.