Jeff DeMaso
492 posts
Yields Drift, Vanguard Shifts
Cash yields fall | Foreign growth and value index funds are coming | Oakmark replaces Lazard at Windsor II | MidCap Growth’s distributions
| 8 min read
Vanguard Brings the Growth–Value Split Overseas
After more than 30 years in the U.S., Vanguard is finally launching low-cost growth and value index funds (ETFs) for developed foreign markets.
| 2 min read
Inside the IVA Portfolios’ 2025 Results
My candid review of performance, portfolio choices and the road ahead.
| 12 min read
Three Great Years—Now Keep Expectations in Check
Final distribution update | A terrific three-year run | No checkwriting in IRAs | A Clunkier QCD process
| 5 min read
The AI Footprint in Your Vanguard Portfolio
MAILBAG | A comprehensive look at Vanguard funds tied to the AI narrative, as well as those that aren’t—and how the IVA Portfolios stack up.
| 22 min read
Core-Plus Bond Index ETF: A Small Twist on a Big Classic
Vanguard’s newest bond ETF adds junk bonds to the mix, boosting long-term returns—at the cost of deeper drawdowns.
| 2 min read