Topic
Portfolios
A collection of 18 posts
Why I've Become More Open to Index Funds
MAILBAG | Have I abandoned active management in favor of index funds? The short answer is no, but my thinking has evolved. Here's where I stand.
| 8 min read
Taxes and the IVA Portfolios: Worth the Cost?
MAILBAG | What taxes really cost—and how to make the IVA Portfolios more tax-friendly.
| 11 min read
Inside the IVA Portfolios’ 2025 Results
My candid review of performance, portfolio choices and the road ahead.
| 12 min read
The AI Footprint in Your Vanguard Portfolio
MAILBAG | A comprehensive look at Vanguard funds tied to the AI narrative, as well as those that aren’t—and how the IVA Portfolios stack up.
| 22 min read
