Jeff DeMaso
461 posts
S&P Records, Vanguard Shake-Up, and STAR Changes
Counting record highs | Karin Risi retires | Ex-Fidelity exec Joanna Rotenberg joins the firm | A “new” Advice and Wealth Management division is announced | Vanguard changes nearly half of STAR’s portfolio | Capital gain distribution reminder
| 6 min read
Boardroom Stakes: Who’s Eating Vanguard’s Cooking?
Are Vanguard’s nominees for its Boards of Trustees invested alongside the shareholders they represent?
| 10 min read
Market Momentum: Too Hot or Just Right?
Is the market too hot or just right? | Index funds are no longer diversified | Vanguard’s owners vote
| 6 min read
PRIMECAP at 40: Has This Outperformer Lost Its Edge?
Celebrating 40 years at PRIMECAP while asking if it’s still a buy.
| 12 min read
November’s Record Rally: A Lesson in Market Timing
DECEMBER 2024 | November was the best month of the year unless you missed three days. Plus, IVA Portfolio notes, the IVA Factor Tracker and a roundup of articles and analysis from the past month.
| 7 min read