Jeff DeMaso
328 posts
David, Goliath or …?
While large and small stocks get all the attention, mid-sized stocks have outperformed over the past 45 years.
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.
The Doctor Is Out
Longtime Health Care manager Jean Hynes will step away from portfolio management duties at the end of the year. Her co-manager, Rebecca Sykes, will take over the active sector fund.
One Step Forward, Two Back?
GDP and earnings on the rise | Vanguard’s slimmed down annual reports
Rebalance For Risk, Not Return
Rebalancing your portfolio is all about managing risk, not boosting returns.
Rotation and Rising Regulatory Risk
Trade Alert reminder | Market rotation amid political drama | Inflation check-in | Vanguard defines its regulatory risks | PRIMECAP update