Monthly Recap
A collection of 43 posts
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.
November’s Record Rally: A Lesson in Market Timing
DECEMBER 2024 | November was the best month of the year unless you missed three days. Plus, IVA Portfolio notes, the IVA Factor Tracker and a roundup of articles and analysis from the past month.