Jeff DeMaso

485 posts

Quick Take

Vanguard Brings the Growth–Value Split Overseas

After more than 30 years in the U.S., Vanguard is finally launching low-cost growth and value index funds (ETFs) for developed foreign markets.

| 2 min read
IVA Research

Inside the IVA Portfolios’ 2025 Results

My candid review of performance, portfolio choices and the road ahead.

| 12 min read
Weekly Brief

Three Great Years—Now Keep Expectations in Check

Final distribution update | A terrific three-year run | No checkwriting in IRAs | A Clunkier QCD process

| 5 min read
IVA Research

The AI Footprint in Your Vanguard Portfolio

MAILBAG | A comprehensive look at Vanguard funds tied to the AI narrative, as well as those that aren’t—and how the IVA Portfolios stack up.

| 22 min read
Quick Take

Core-Plus Bond Index ETF: A Small Twist on a Big Classic

Vanguard’s newest bond ETF adds junk bonds to the mix, boosting long-term returns—at the cost of deeper drawdowns.

| 2 min read
Weekly Brief

Bonds Get a Boost, Retirement Gets an Annuity—Vanguard’s Busy Week

No crash after all | Vanguard readies Core-Plus Bond Index ETF | New Lifetime Income Trusts add an annuity option | Distribution season looms| Vanguard backtracks on bitcoin | RMD reminder

| 10 min read