Jeff DeMaso
580 posts
IVA MONTHLY RECAP | Headlines vs. History
SEPTEMBER 2026 | A scary September stat and a "bond market rout" both crumbled under scrutiny. 500 Index's 50th birthday is a good reminder of why staying the course wins. Plus, IVA Portfolio notes, Distributions Ahead, the IVA Factor Tracker and a roundup of articles from the past month.
Bogle’s Folly at 50
The index fund turns 50 | Why compounding wasn't easy money| Vanguard finally offers a transfer lock | Vanguard acquires Altruist
Cash vs. Bonds: The Free Lunch That Isn't
History says bonds win. Here's why I'm holding more cash anyway.
The Cost of Flinching
What one missed month costs | A bond market milestone, not a meltdown | Changing seats at Vanguard's muni desk
Nine Ways to Hold Cash at Vanguard
Money market funds, bank sweeps and a Treasury ETF: How Vanguard's cash options stack up.
SpaceX in the Haystack
MAILBAG | Which Vanguard funds own SpaceX, how much, and why nearly all of it landed in index funds that weren't even trying.