Topic

Trade Alert

A collection of 10 posts

Trade Alert

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
Trade Alert

2026 Hot Hands Funds Alert

Announcing 2026's Hot Hands fund.

| 1 min read
Trade Alert

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
Trade Alert

Leaning Further Abroad

Further increasing our exposure to foreign assets.

| 11 min read
Trade Alert

Boosting Foreign Stocks

TRADE ALERT | Has a new day dawned for foreign markets?

| 9 min read
Trade Alert

2025 Hot Hands Funds Alert

Announcing 2025's Hot Hands fund

| 1 min read