Jeff DeMaso
534 posts
Keep Your Head
April 2026 | Markets stumbled in March, but discipline—not daring, or panic—is what separates successful investors from the crowd. Plus, IVA Portfolio notes, the IVA Factor Tracker and a roundup of articles and analysis from the past month.
Gifting a Roth IRA: 2026
Jumpstart a young person’s retirement by opening (or adding to) a Roth IRA.
When Plans Get Tested
Gold stumbles when it ‘should’ shine | Navigating panic in the markets | ETF splits, launches and delays | Scam Alert
Tremblant Takes the Wheel at MidCap Growth
INTERVIEW — My exclusive conversation with MidCap Growth’s new co-managers from Tremblant Capital—Brett Barakett and Michael Cling.
Vanguard’s Junk Bond Index ETF—Better Late Than Never
The fund giant files for a high-yield bond index ETF—filling a gap in its lineup, but raising questions about the timing.
War Tests the Market—Diversification Holds
What’s held up since the conflict began | Diversification in action | Vanguard’s emails misfire (again)