IVA Research
A collection of 196 posts
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.
Vanguard’s Market Call Comes With an Asterisk
MAILBAG | Vanguard’s latest outlook flips the classic portfolio on its head—but history, humility, and diversification still matter.