Topic

IVA Research

A collection of 147 posts

IVA Research

Growth Stocks Dominated 2024

2024 MARKET REVIEW: The large growth bull market continued to charge.

| 8 min read
IVA Research

2024 Month-By-Month: Leadership Change at Vanguard, Not in the Markets

The IVA 2024 Month-By-Month Review.

| 7 min read
IVA Research

Bull Run or Turning Point?

2025 OUTLOOK: Bull markets can run longer than expected—but at the same time, there are some good reasons to approach today’s stock and bond markets cautiously.

| 15 min read
IVA Research

Heating Up?

My annual review of the Hot Hands strategy.

| 11 min read
IVA Research

Diversification Wins Over Time

When you earn strong double-digit returns but still lag the market, it’s only fair to put your philosophy and portfolios under the microscope.

| 15 min read
IVA Research

The Tax Implications of STAR’s New Look

MAILBAG — Measuring the tax impact of STAR’s upcoming portfolio changes.

| 5 min read