Topic

Portfolios

A collection of 9 posts

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

Dividends Deserve Patience

Do dividend growers still deserve a place in our Portfolios?

| 9 min read
Monthly Recap

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.

| 13 min read
IVA Research

Patient, Not Stubborn

The winds were blowing against my Portfolios this year. Is it time to chart a new course?

| 12 min read
Monthly Recap

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.

| 8 min read
Monthly Recap

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.

| 9 min read