Jeff DeMaso
589 posts
Make That Index Fund Look Foolish
More offense, faster sales on flagging companies and other index-beating thoughts. My interview with Dividend Growth's new co-managers, plus an update on Levering's Energy Opportunities record.
IVA MONTHLY RECAP | Buffett's Boring Portfolio Wins the Quarter
OCTOBER 2026 | A plain 90/10 mix of 500 Index and T-bills beat Vanguard’s off-the-shelf funds in the third quarter, but one quarter is no reason to give up on diversification. Plus, IVA Portfolio notes, the IVA Factor Tracker and a roundup of articles and analysis from the past month.
Is 5% Really That High?
Putting 5% Treasury yields in perspective | Vanguard takes full control of Long-Term Investment-Grade | More manager musical chairs | Vanguard fined for cost-basis errors
What's Changed at Dividend Growth, and What Hasn't
Two months in, Dividend Growth's new managers have reshuffled about a fifth of the portfolio, but not its defensive character. Here's my early read, and what I plan to ask them when we speak.
No Roller Coaster Here
Stocks stay calm despite the anxiety | Coleman returns to the PM seat | Wrapping up the bond fund series
Worth the Trip?
FUNDS FOCUS – Foreign & Global Bond Funds | Foreign bonds haven't cost you anything—and haven't gained you much either. My take on Vanguard's five foreign and global bond funds.