Monthly Recap
A collection of 28 posts
More of the Same
FEBRUARY 2024 | The S&P 500 was the place to be … again. Plus, links to a PRIMECAP interview, an article roundup, Portfolio Notes and the IVA Factor Tracker.
Your Benchmark, Not the Market’s
JANUARY 2024 | The S&P 500 is not your benchmark. Plus, an article roundup and the IVA Factor Tracker.
Reaching an Extreme
DECEMBER 2023 | Growth stocks are beating value. A few dozen Vanguard accounts were hacked. Plus, an article roundup and the IVA Factor Tracker.
Diversification Is Not Dead
NOVEMBER 2023 | When the S&P 500 is topping the performance charts, holding a diversified portfolio looks silly. Should you go all-in on the S&P? Plus, an article roundup and the IVA Factor Tracker.
Looking Forward, Not Back
OCTOBER 2023 | Stocks and bonds both slid in September, but remember, you have to position your portfolio for the future, not the past. Plus, a comparison of my Aggressive and Growth ETF portfolios, an article roundup and the IVA Factor Tracker.
Touching Down
SEPTEMBER 2023 | August wasn’t as bad as it could’ve been for investors, but have we achieved a soft landing? Plus, an article roundup, the IVA Factor Tracker and September’s distribution schedule.