Jeff DeMaso

516 posts

Monthly Recap

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
Weekly Brief

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
IVA Research

Eating My Own Cooking: 2026

An annual look at Jeff’s personal long-term investment portfolio.

| 6 min read
Weekly Brief

We Landed Years Ago

Soft landing déjà vu | Wall Street’s “Great Taking” scare

| 5 min read
IVA Research

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
Weekly Brief

Milestones, Not Finish Lines

Big round numbers in perspective | Vanguard delays its Target Maturity Bond ETFs | Two new trustees

| 5 min read