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IVA Research

A collection of 229 posts

IVA Research

Vanguard’s Target-Maturity Bond ETFs: Useful Tools, Limited Uses

Low fees and a familiar playbook could help Vanguard win assets—but these funds solve specific problems and won’t replace traditional bond funds.

| 6 min read
IVA Research

Should You Tilt Foreign Stocks Toward Growth or Value?

A new pair of international ETFs revives an old debate: growth, value—or neither?

| 8 min read
IVA Research

Eating My Own Cooking: 2026

An annual look at Jeff’s personal long-term investment portfolio.

| 6 min read
IVA Research

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.

| 14 min read
IVA Research

Gold, Commodities and the 60/40 Portfolio

MAILBAG | A long-term look at returns, diversification and whether replacing bonds is worth the trouble.

| 14 min read
IVA Research

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.

| 23 min read