Topic

Portfolios

A collection of 16 posts

IVA Research

Inside the IVA Portfolios’ 2025 Results

My candid review of performance, portfolio choices and the road ahead.

| 12 min read
IVA Research

The AI Footprint in Your Vanguard Portfolio

MAILBAG | A comprehensive look at Vanguard funds tied to the AI narrative, as well as those that aren’t—and how the IVA Portfolios stack up.

| 22 min read
IVA Research

Clearing the After-Tax Hurdle

How do IVA Portfolio holdings stack up after taxes?

| 15 min read
Quick Take

Sharp Declines Demand a Steady Approach

Confronting a two-day 10% slide.

| 2 min read
IVA Research

Safety Over Yield

MAILBAG | Why I’m taking a safety-first approach to the bond market.

| 10 min read
Quick Take

Diversification’s Day

Diversification proved its worth as China’s DeepSeek upended the AI narrative and stock market yesterday.

| 1 min read