Monthly Recap
A collection of 32 posts
Why Vanguard’s One-Size-Fits-All Funds Are Finally Beating the S&P
JUNE 2025 | Foreign stocks power Vanguard’s one-size-fits-all funds. Plus, two Quick Takes, IVA Portfolio notes, Distributions Ahead, the IVA Factor Tracker and a roundup of articles and analysis from the past month.
Tariffs, Tumult … and a Flat Market
May 2025 | Taking stock of the markets and economy, one month after the tariff tsunami crashes. Plus, IVA Portfolio notes, the IVA Factor Tracker and a roundup of articles and analysis from the past month.
From Boom to Correction
APRIL 2025 | Stocks are in a correction, but diversified portfolios are holding up. Plus, IVA Portfolio Notes, the IVA Factor Tracker and a roundup of articles and analysis from the past month.
Diversification Shines Amid Market Uncertainty
MARCH 2025 | Diversification proves its value as uncertainty climbs. Plus, Distributions Ahead, IVA Portfolio Notes, the IVA Factor Tracker and a roundup of articles and analysis from the past month.
AI Shakes Markets, But the Rally Rolls On
FEBRUARY 2025 | The bull market tripped over Chinese artificial intelligence app DeepSeek but landed on its feet. Plus, IVA Portfolio notes, the IVA Factor Tracker and a roundup of articles and analysis from the past month.
Growth Stocks Finish Strong
JANUARY 2025 | A reminder to stay diversified. Plus, IVA Portfolio notes, the IVA Factor Tracker and a roundup of articles and analysis from the past month.