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IVA Research

A collection of 229 posts

IVA Research

Cash vs. Bonds: The Free Lunch That Isn't

History says bonds win. Here's why I'm holding more cash anyway.

| 9 min read
IVA Research

Nine Ways to Hold Cash at Vanguard

Money market funds, bank sweeps and a Treasury ETF: How Vanguard's cash options stack up.

| 13 min read
IVA Research

SpaceX in the Haystack

MAILBAG | Which Vanguard funds own SpaceX, how much, and why nearly all of it landed in index funds that weren't even trying.

| 8 min read
IVA Research

Why PRIMECAP Looks Like a Momentum Fund (But Isn't)

How one stock PRIMECAP bought in 1998 turned into the fund's biggest position—and its biggest headache.

| 10 min read
IVA Research

Nearly Back in the Black—But That's Not the Point

Total Bond Market Index is closing in on a full recovery. But its comeback matters less than what its yield is telling you about the decade ahead.

| 6 min read
IVA Research

How Much Could a Trump Account Be Worth?

The new retirement savings accounts for kids launched July 4—here's what the numbers reveal about how to actually use one.

| 16 min read