Portfolios
A collection of 13 posts
Round and Round We Go
AUGUST 2024 | Putting the stock market rotation into context. Plus, IVA Portfolio notes, the IVA Factor Tracker and (as always) a roundup of articles and analysis from the past month.
Patient, Not Stubborn
The winds were blowing against my Portfolios this year. Is it time to chart a new course?
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.
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.
What Kind of Investor Are You?
How much should I allocate to stocks versus bonds versus cash? It’s a fundamental question most investors spend too little time on. Here’s how to find the answer that is right for you.
In The Mixing Bowl
Our Portfolios follow a simple recipe: Partnership with the best that Vanguard has to offer and patience with the vagaries of the markets. The results of that recipe can be found on the Model Portfolio tab. Of course, Dan and I have tweaked the recipe’s ingredients—the individual funds