Topic
IVA Research
A collection of 236 posts
Two Alternatives, One Problem
FUNDS FOCUS — ALTERNATIVES | A closer look at Market Neutral and Commodity Strategy—and why neither builds wealth the way stocks do.
| 10 min read
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
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
Eating My Own Cooking: 2026
An annual look at Jeff’s personal long-term investment portfolio.
| 6 min read
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
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