Jeff DeMaso
483 posts
Half Right, Half Wrong
JULY 2024 | Halfway through the year, I’m still waiting for a stock market turning point. Plus, IVA Portfolio notes, the IVA Factor Tracker and (as always) a roundup of articles and analysis from the past month.
A Glimpse of the Next Cycle
NVIDIA stumbles | Identifying funds for a different cycle | Turn down the election noise | Money Life podcast | Vanguard’s website goes down
Is This Core Fund Built to Last?
INTERVIEW — My exclusive conversation with International Core Stock’s co-managers—Kenny Abrams, Halsey Morris and Anna Lundén—and why I’m sticking with the fund even though Abrams is retiring.
How Long Will the New King Reign?
NVIDIA takes the crown | PRIMECAP and PRIMECAP Core reopen | Putting outflows in context | IRA clarification
Vanguard Delivers a Partial PRIMECAP Reopening
Vanguard reopens PRIMECAP and PRIMECAP Core.
Keep Politics Out of Your Portfolio
Letting politics drive your investments is a loser’s game, no matter your party affiliation. Don’t let election-year noise affect a well-considering investment strategy.