Monthly Recap
A collection of 18 posts
Bull Markets Mean New Highs
APRIL 2024 | By definition, prices reach new highs during bull markets. Plus, missing dividends, greenwashing, an article roundup, IVA Portfolio Notes and the IVA Factor Tracker.
Lost and Found
MARCH 2024 | Stocks compound wealth, even if they have lost decades. Plus, big moves from big stocks, an article roundup, IVA Portfolio Notes and the IVA Factor Tracker.
More of the Same
FEBRUARY 2024 | The S&P 500 was the place to be … again. Plus, links to a PRIMECAP interview, an article roundup, Portfolio Notes and the IVA Factor Tracker.
Your Benchmark, Not the Market’s
JANUARY 2024 | The S&P 500 is not your benchmark. Plus, an article roundup and the IVA Factor Tracker.
Reaching an Extreme
DECEMBER 2023 | Growth stocks are beating value. A few dozen Vanguard accounts were hacked. Plus, an article roundup and the IVA Factor Tracker.
Diversification Is Not Dead
NOVEMBER 2023 | When the S&P 500 is topping the performance charts, holding a diversified portfolio looks silly. Should you go all-in on the S&P? Plus, an article roundup and the IVA Factor Tracker.