Monthly Recap
A collection of 49 posts
IVA MONTHLY RECAP | Quiet Victories
NOVEMBER 2026 | AI stumbles grabbed the headlines in October, while bonds, dividend growers and smaller stocks quietly delivered. Plus, IVA Portfolio notes, the IVA Factor Tracker and a roundup of articles and analysis from the past month.
Buffett's Boring Portfolio Wins the Quarter
OCTOBER 2026 | A plain 90/10 mix of 500 Index and T-bills beat Vanguard’s off-the-shelf funds in the third quarter, but one quarter is no reason to give up on diversification. Plus, IVA Portfolio notes, the IVA Factor Tracker and a roundup of articles and analysis from the past month.
Headlines vs. History
SEPTEMBER 2026 | A scary September stat and a "bond market rout" both crumbled under scrutiny. 500 Index's 50th birthday is a good reminder of why staying the course wins. Plus, IVA Portfolio notes, Distributions Ahead, the IVA Factor Tracker and a roundup of articles from the past month.
Too Close to the Sun
AUGUST 2026 | The year’s hottest trades got their wings clipped in July. Plus, Malvern updates, IVA Portfolio notes, the IVA Factor Tracker and a roundup of articles and analysis from the past month.
Leadership Changes Hands
JULY 2026 | The market's winners are no longer last year's winners, and Vanguard's own bench—from sub-advisers to the boardroom—is shifting, too. Plus, IVA Portfolio notes, the IVA Factor Tracker and a roundup of articles and analysis from the past month.
The Ride Is Part of the Deal
JUNE 2026 | Technology stocks are surging—and the semiconductor rally is going global. But big winners come with big retreats. Plus, IVA Portfolio notes, Distributions Ahead, the IVA Factor Tracker and a roundup of articles and analysis from the past month.