Portfolios
A collection of 9 posts
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.
Dividends Deserve Patience
Do dividend growers still deserve a place in our Portfolios?
Round and Round We Go
AUGUST 2024 | Putting the stock market rotation into context. Plus, IVA Portfolio notes, the IVA Factor Tracker and (as always) a roundup of articles and analysis from the past month.
Patient, Not Stubborn
The winds were blowing against my Portfolios this year. Is it time to chart a new course?
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.
We Were Promised a Recession
JULY 2023 | With no recession in sight, stocks delivered double-digit returns in the first half of 2023. Be wary of outsized one-year returns and the Super Seven. Plus, an article roundup and the IVA Factor Tracker.