IVA Research
A collection of 198 posts
Should You Tilt Foreign Stocks Toward Growth or Value?
A new pair of international ETFs revives an old debate: growth, value—or neither?
Eating My Own Cooking: 2026
An annual look at Jeff’s personal long-term investment portfolio.
Under the Hood of Vanguard’s Four New Active Funds
Three new ETFs and one overhauled mutual fund. I revisit my first impressions and examine whether the portfolios match the promise.
Gold, Commodities and the 60/40 Portfolio
MAILBAG | A long-term look at returns, diversification and whether replacing bonds is worth the trouble.
Why Vanguard’s Active Growth & Income Funds Fall Short
FUNDS FOCUS — ACTIVE GROWTH AND INCOME FUNDS | Index funds set a high bar, particularly for core holdings—and none of Vanguard’s actively managed Growth & Income funds clear it.
Narrowing The Field: Decoding Vanguard’s Indexed Growth & Income Funds
FUNDS FOCUS — GROWTH AND INCOME INDEX FUNDS | Vanguard offers no shortage of index funds designed for generating both growth and income. I’ll give you my top picks as well as the ones you can safely ignore.