Jeff DeMaso

328 posts

IVA Research

Time To Get Aggressive?

FUNDS FOCUS —AGGRESSIVE GROWTH FUNDS | The stock market may be at an all-time high, but with small stocks lagging behind, now may be the time to add an aggressive fund to your portfolio. But which one to pick?

| 17 min read
Trade Alert

TRADE ALERT | Rebalance, Reduce Risk and Reposition

TRADE ALERT | Rebalancing at market highs while reducing each Portfolio’s reliance on a single sector. Additionally, I’m reducing risk among the bond funds and buying some unloved parts of the stock market.

| 11 min read
IVA Research

Lunch Time in the Board Room: 2024

Are Vanguard’s directors invested alongside the shareholders they represent?

| 15 min read
Weekly Brief

SAM I AM (OR NOT)

Sahm Rule nears recession territory | Tight spreads | Ramji’s Welcome message | Ascensus reminder

| 8 min read
IVA Research

Giving Today and Tomorrow

Vanguard’s Charitable Endowment Program allows you to take a tax benefit today while giving over time.

| 26 min read
Weekly Brief

The S&P 500 Is Leading Today, But Will It Lead Tomorrow?

Market milestones | The S&P doesn’t always win | Welcome, Salim | Awais Khan turns up at abdrn | Distribution timing

| 4 min read