Jeff DeMaso

313 posts

Monthly Recap

Looking Forward, Not Back

OCTOBER 2023 | Stocks and bonds both slid in September, but remember, you have to position your portfolio for the future, not the past. Plus, a comparison of my Aggressive and Growth ETF portfolios, an article roundup and the IVA Factor Tracker.

| 8 min read
Quick Take

Thank you

One year under our belts. Many more to go!

| 1 min read
Weekly Brief

Let’s Make a Deal

Bond yields rise on government shutdown fears | Vanguard settles with David Danon

| 4 min read
IVA Research

Which Price?

Calculating an ETF’s return is more challenging than you’d think. Vanguard’s tech makes it even more difficult.

| 7 min read
Quick Take

When New Isn’t New

Two active bond ETFs are on the way, but you can already buy the mutual fund versions.

| 3 min read
Weekly Brief

Information Over Action

Fed holds steady | Student debt won’t cause a recession | Distribution season

| 4 min read