Monthly Recap
A collection of 29 posts
Lost and Found
MARCH 2024 | Stocks compound wealth, even if they have lost decades. Plus, big moves from big stocks, an article roundup, IVA Portfolio Notes and the IVA Factor Tracker.
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.