Jeff DeMaso

551 posts

Weekly Brief

Growth Outpaces Diversification in December

Concentration in charge | Growth stocks win (again) in December | Cash yields update

| 4 min read
IVA Research

Heating Up?

My annual review of the Hot Hands strategy.

| 11 min read
Weekly Brief

Gifts for Growth Investors, Coal for the Rest

Growth stocks rally while value and small stocks slide | Lower cash yields ahead | IVA on Air | Distribution season reminder | Gift The IVA

| 5 min read
IVA Research

Diversification Wins Over Time

When you earn strong double-digit returns but still lag the market, it’s only fair to put your philosophy and portfolios under the microscope.

| 15 min read
IVA Research

The Tax Implications of STAR’s New Look

MAILBAG — Measuring the tax impact of STAR’s upcoming portfolio changes.

| 5 min read
Weekly Brief

Weekly Brief Follow Up | Capital Gains and Dividends

Access to Vanguard’s final year-end distribution estimates.

| 1 min read