Jeff DeMaso

521 posts

Weekly Brief

Resilient, Not Roaring

An average year | Supreme Court strikes down tariffs | The uncertainty trade | Morningstar’s shopping list | Investor Choice expands (again)

| 6 min read
IVA Research

Eating My Own Cooking: 2026

An annual look at Jeff’s personal long-term investment portfolio.

| 6 min read
Weekly Brief

We Landed Years Ago

Soft landing déjà vu | Wall Street’s “Great Taking” scare

| 5 min read
IVA Research

Under the Hood of Vanguard’s Four New Active Funds

Three new ETFs and one overhauled mutual fund. I revisit my first impressions and examine whether the portfolios match the promise.

| 14 min read
Weekly Brief

Milestones, Not Finish Lines

Big round numbers in perspective | Vanguard delays its Target Maturity Bond ETFs | Two new trustees

| 5 min read
IVA Research

Gold, Commodities and the 60/40 Portfolio

MAILBAG | A long-term look at returns, diversification and whether replacing bonds is worth the trouble.

| 14 min read