Jeff DeMaso

370 posts

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
IVA Research

Location, Location, Location

I’m committed to owning a globally diversified portfolio. But does that require a foreign real estate fund?

| 14 min read
Weekly Brief

Is 4% the New 2%?

Inflation converges at 4% | Government shutdowns and stocks

| 4 min read
IVA Research

The Value of Ownership?

Vanguard loudly trumpets that it is owned by shareholders of its mutual funds and ETFs. But what rights do we owners actually have?

| 5 min read