Jeff DeMaso
598 posts
IVA MONTHLY RECAP | Quiet Victories
NOVEMBER 2026 | AI stumbles grabbed the headlines in October, while bonds, dividend growers and smaller stocks quietly delivered. Plus, IVA Portfolio notes, the IVA Factor Tracker and a roundup of articles and analysis from the past month.
WEEKLY BRIEF | Don’t Vote With Your Portfolio
Politics is a costly investment strategy | Who your Flagship consultant works for | A record year for capital gains?
Capital Gains Sneak Peek: 2026
Vanguard’s active funds are on pace for their biggest payouts in more than two decades. Here’s who’s paying, how much, and what to do about it.
Flagship Is Back
PRIMECAP’s ETF is here | Flagship is back | Cash Plus tiers are here | A growthier Target Retirement | Defense stocks lose the war
PRIMECAP's First ETF Is Here
A 40-year mutual fund stalwart makes its ETF debut with a distinct, smaller-stock portfolio
Lunch Time in the Board Room: 2026
Do Vanguard’s Board of Trustees eat their own cooking—investing alongside the shareholders they represent?