Portfolios
A collection of 11 posts
Diversification’s Day
Diversification proved its worth as China’s DeepSeek upended the AI narrative and stock market yesterday.
Growth Stocks Finish Strong
JANUARY 2025 | A reminder to stay diversified. Plus, IVA Portfolio notes, the IVA Factor Tracker and a roundup of articles and analysis from the past month.
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?