Jeff DeMaso

328 posts

IVA Research

Vanguard’s Profit-Sharing Stalls Out

Vanguard’s profit-sharing plan, the Partnership Plan, gives its C-suiters multi-million-dollar paydays with little transparency.

| 5 min read
Monthly Recap

Half Right, Half Wrong

JULY 2024 | Halfway through the year, I’m still waiting for a stock market turning point. Plus, IVA Portfolio notes, the IVA Factor Tracker and (as always) a roundup of articles and analysis from the past month.

| 11 min read
Weekly Brief

A Glimpse of the Next Cycle

NVIDIA stumbles | Identifying funds for a different cycle | Turn down the election noise | Money Life podcast | Vanguard’s website goes down

| 4 min read
IVA Research

Is This Core Fund Built to Last?

INTERVIEW — My exclusive conversation with International Core Stock’s co-managers—Kenny Abrams, Halsey Morris and Anna Lundén—and why I’m sticking with the fund even though Abrams is retiring.

| 17 min read
Weekly Brief

How Long Will the New King Reign?

NVIDIA takes the crown | PRIMECAP and PRIMECAP Core reopen | Putting outflows in context | IRA clarification

| 5 min read
Quick Take

Vanguard Delivers a Partial PRIMECAP Reopening

Vanguard reopens PRIMECAP and PRIMECAP Core.

| 1 min read