Topic
IVA Research
A collection of 194 posts
Investing Beyond the AI Hype
2026 OUTLOOK | The market’s baseline is growth—but in an AI-driven, fully-priced world, diversification matters more than ever.
| 15 min read
Hot Hands Review: Momentum, Moderation and the Long Run
My annual review of the Hot Hands strategy.
| 13 min read
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