Taxes and the IVA Portfolios: Worth the Cost?

MAILBAG | What taxes really cost—and how to make the IVA Portfolios more tax-friendly.

Apr 14, 2026 | 11 min read

Inside the IVA Portfolios’ 2025 Results

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

Dec 16, 2025 | 12 min read

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.

Dec 9, 2025 | 22 min read

How do IVA Portfolio holdings stack up after taxes?

May 13, 2025 | 15 min read

Confronting a two-day 10% slide.

Apr 5, 2025 | 2 min read

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

Feb 4, 2025 | 10 min read