Topic

Stocks

A collection of 27 posts

Quick Take

Passing The Dividend Torch

Don Kilbride’s era at Dividend Growth is coming to an end.

| 2 min read
IVA Research

Slow Start, A Glimmer of Potential

FUNDS FOCUS — FACTOR ETFs | None of Vanguard's factor ETFs have outperformed the market. But one has caught my eye.

| 13 min read
IVA Research

Praise For the Middle Ground

FUNDS FOCUS — MID-CAP GROWTH FUNDS | Searching for growth potential in an overlooked part of the market.

| 20 min read
IVA Research

Growth Stocks Being Marked Down

FUNDS FOCUS — LARGE GROWTH FUNDS

| 22 min read
IVA Research

Big Index Fund Fails?

The Morningstar headline grabbed me. “Why Are These Big Index Funds Underperforming?” By definition index funds, if they’re doing their jobs properly, don’t outperform or underperform. They simply match their benchmarks less a bit for their expenses. Generally, when talking about outperformance or underperformance it’s active funds

| 2 min read
IVA Research

Heating Up?

Newton’s first law says that an object at rest stays at rest and an object in motion stays in motion with the same speed and in the same direction unless acted upon by an unbalanced force. [Emphasis added.] This is the idea behind momentum investing and our Hot Hands

| 12 min read