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IVA Research

A collection of 128 posts

IVA Research

PRIMECAP at 40: Has This Outperformer Lost Its Edge?

Celebrating 40 years at PRIMECAP while asking if it’s still a buy.

| 12 min read
IVA Research

Buying’s Easy. Selling Your Bond Fund Isn’t.

MAILBAG—Should you wait until the end of the month to sell your bond fund?

| 8 min read
IVA Research

Politics, Policies, and Portfolio Decisions

MAILBAG — Investing in a politically-charged environment.

| 5 min read
IVA Research

Vanguard’s Official Capital Gain Estimates: 2024

What you need to know to navigate 2024’s year-end cap gain distributions.

| 17 min read
IVA Research

Dividends Deserve Patience

Do dividend growers still deserve a place in our Portfolios?

| 9 min read
IVA Research

Capital Gains Sneak Peek: 2024

I’m expecting an average capital gains distribution season this year.

| 14 min read