Jeff DeMaso
516 posts
Same Market, New Winners
MARCH 2026 | Diversification earns its keep, war erupts in the Middle East, and Vanguard settles. Plus, IVA Portfolio notes, Distributions Ahead, the IVA Factor Tracker and a roundup of articles and analysis from the past month.
| 13 min read
Resilient, Not Roaring
An average year | Supreme Court strikes down tariffs | The uncertainty trade | Morningstar’s shopping list | Investor Choice expands (again)
| 6 min read
Eating My Own Cooking: 2026
An annual look at Jeff’s personal long-term investment portfolio.
| 6 min read
Under the Hood of Vanguard’s Four New Active Funds
Three new ETFs and one overhauled mutual fund. I revisit my first impressions and examine whether the portfolios match the promise.
| 14 min read
Milestones, Not Finish Lines
Big round numbers in perspective | Vanguard delays its Target Maturity Bond ETFs | Two new trustees
| 5 min read