Jeff DeMaso
538 posts
Eating My Own Cooking: 2026
An annual look at Jeff’s personal long-term investment portfolio.
| 6 min read
Under the Hood of Vanguard’s Four New Active Funds
Three new ETFs and one overhauled mutual fund. I revisit my first impressions and examine whether the portfolios match the promise.
| 14 min read
Milestones, Not Finish Lines
Big round numbers in perspective | Vanguard delays its Target Maturity Bond ETFs | Two new trustees
| 5 min read
Gold, Commodities and the 60/40 Portfolio
MAILBAG | A long-term look at returns, diversification and whether replacing bonds is worth the trouble.
| 14 min read
IVA TRADE ALERT | Too Much AI in the Wrong Place
I’m trimming International Growth to restore diversification—and reduce unintended U.S. tech risk.
| 8 min read