Topic
IVA Research
A collection of 185 posts
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
Any Interest in Cash Plus?
A detailed analysis of features, trade-offs, and the 0.60% yield gap investors shouldn’t ignore.
| 12 min read
PRIMECAP Finds Its Edge … Again
A strong 2025 reminds investors why patience with PRIMECAP still pays.
| 14 min read
Cheap, Clean, and Unproven: A Closer Look at Vanguard’s First Active Stock ETFs
The new Wellington-run ETFs offer competitive (but not standout) pricing and tax-friendly wrappers—but the strategies still need to earn their keep.
| 11 min read
Vanguard’s Official Capital Gain Estimates: 2025
What you need to know to navigate 2025’s year-end cap gain distributions.
| 16 min read