Jeff DeMaso

496 posts

IVA Research

Should You Buy and Hold a Sector Fund?

FUNDS FOCUS — SECTOR INDEX FUNDS (& ETFs) | A long-term investor’s look at tech, staples, health care and how the sector funds stack up over time.

| 18 min read
Quick Take

Vanguard’s First Acquisition Is Now a Legal Headache

Just Invest’s founders sue Vanguard four years after merging with the fund giant.

| 1 min read
Quick Take

Vanguard Adds Three Bond ETFs—Only One Stands Out

My initial assessment of Vanguard’s three new government bond ETFs.

| 3 min read
Weekly Brief

Copper Spikes, Bots Trade, Vanguard Glitches

Budget bills and tariffs | AI trading bots | Watch your cost basis | Vanguard’s technology journey

| 6 min read
IVA Research

Vanguard’s Partnership Plan: Big Profits, Little Transparency

Vanguard’s executives cash in while keeping fund shareholders in the dark. Here’s what you need to know about the firm’s profit-sharing plan.

| 5 min read
Weekly Brief

New Highs, New ETFs, and a Familiar Glitch

Gains across the board in the six months | A junk bond ETF is coming | Three government bond ETFs launching soon | Frontier’s Bill Teichner retires | Vanguard assigns a co-manager to its corporate bond index funds | Message Center can’t message | Vanguard says it’s spending $3 billion on tech

| 6 min read