Monthly Recap
A collection of 19 posts
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.
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.
Touching Down
SEPTEMBER 2023 | August wasn’t as bad as it could’ve been for investors, but have we achieved a soft landing? Plus, an article roundup, the IVA Factor Tracker and September’s distribution schedule.
A Pendulum in Mid Swing
AUGUST 2023 | Stock and bond prices are rising. Recession fears are fading into the distance. And investors are feeling bullish … Is this as good as it gets? Plus, an article roundup and the IVA Factor Tracker.
We Were Promised a Recession
JULY 2023 | With no recession in sight, stocks delivered double-digit returns in the first half of 2023. Be wary of outsized one-year returns and the Super Seven. Plus, an article roundup and the IVA Factor Tracker.
Storm Clouds Clear
JUNE 2023 | Markets took the debt ceiling debate in stride, growth stocks beat value stocks and the municipal money market yield roller coaster slows. Plus, an article roundup and the IVA Factor Tracker.