Topic
Trade Alert
A collection of 10 posts
IVA TRADE ALERT | Too Much AI in the Wrong Place
I’m trimming International Growth to restore diversification—and reduce unintended U.S. tech risk.
| 8 min read
Time to Change Defensive Horses
Same playbook, new player: Dividend Appreciation Index steps in where Dividend Growth leaves off—delivering predictable defense at a lower cost.
| 5 min read