Jeff DeMaso

507 posts

IVA Research

Why Vanguard’s Active Growth & Income Funds Fall Short

FUNDS FOCUS — ACTIVE GROWTH AND INCOME FUNDS | Index funds set a high bar, particularly for core holdings—and none of Vanguard’s actively managed Growth & Income funds clear it.

| 23 min read
Monthly Recap

Can Both Be Right?

FEBRUARY 2026 | Stocks and gold are sending opposing signals. Plus, IVA Portfolio notes, the IVA Factor Tracker and a roundup of articles and analysis from the past month.

| 10 min read
Quick Take

Vanguard’s Fee Cuts Keep Coming. The Easy Wins Are Gone.

Another round of expense reductions reinforces Vanguard’s low-cost mission—but also highlights the limits of the race to zero.

| 3 min read
Weekly Brief

Uncertainty Moves Gold, But Growth Moves Stocks

Why safe havens react—and productive assets still matter

| 4 min read
IVA Research

Narrowing The Field: Decoding Vanguard’s Indexed Growth & Income Funds

FUNDS FOCUS — GROWTH AND INCOME INDEX FUNDS | Vanguard offers no shortage of index funds designed for generating both growth and income. I’ll give you my top picks as well as the ones you can safely ignore.

| 24 min read
Weekly Brief

A Greenland-Sized Shock

Traders react to rising U.S-Europe tensions | One volatile day, familiar lessons

| 3 min read