Jeff DeMaso
548 posts
PRIMECAP Still Won—But Taxes Took Their Cut
MAILBAG | Two decades of after-tax returns, and what the Discovery ETF could change for taxable investors.
IVA QUICK TAKE | Three Small Wins
A fund renaming, restored statement data and a broader definition of “qualifying assets.” Credit where it’s due.
IVA QUICK TAKE | Vanguard’s Junk Bond Index ETF Finally Arrives
The fund giant rounds out its high-yield lineup—filling a long-standing gap—with a plain-vanilla index ETF.
Beyond the Usual Suspects
The market's quiet breadth story | PRIMECAP's comeback | Vanguard's third junk bond fund is nearly here
Why I've Become More Open to Index Funds
MAILBAG | Have I abandoned active management in favor of index funds? The short answer is no, but my thinking has evolved. Here's where I stand.
The Ride Is Part of the Deal
JUNE 2026 | Technology stocks are surging—and the semiconductor rally is going global. But big winners come with big retreats. Plus, IVA Portfolio notes, Distributions Ahead, the IVA Factor Tracker and a roundup of articles and analysis from the past month.