Jeff DeMaso
540 posts
IVA MONTHLY RECAP | Sit Still and Prosper
May 2026 | The best move in a month of big headlines was no move at all. Plus, IVA Portfolio notes, the IVA Factor Tracker and a roundup of articles and analysis from the past month.
Vanguard Morningstar?
Tech's best month in decades | Vanguard goes Morningstar | Alexa, meet proxy voting
Stocks Are Expensive. Now What?
MAILBAG | The CAPE ratio of stock valuations is flashing warning signs—but history shows it’s more useful for setting expectations than timing the market.
Who’s Leading
Growth stocks are back on top | The Fed’s next move is unclear | Vanguard plays catch-up as it splits ETF shares | New co-managers
Give Now, Invest First, Decide Later
Vanguard’s Charitable Endowment Program lets you take a tax break today while investing for future donations—but once your money is in, how you invest it will determine how much you actually have to give.
Vanguard’s Newest ETFs Ask a Familiar Question: Growth or Value?
Two new ETFs make it easier to tilt your international portfolio—but history shows that picking the winning style is harder than it sounds.