Topic

Monthly Recap

A collection of 17 posts

Monthly Recap

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.

| 9 min read
Monthly Recap

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.

| 10 min read
Monthly Recap

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.

| 6 min read
Monthly Recap

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.

| 6 min read
Monthly Recap

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.

| 8 min read
Monthly Recap

Looking Forward, Not Back

OCTOBER 2023 | Stocks and bonds both slid in September, but remember, you have to position your portfolio for the future, not the past. Plus, a comparison of my Aggressive and Growth ETF portfolios, an article roundup and the IVA Factor Tracker.

| 8 min read