Jeff DeMaso

504 posts

Quick Take

Vanguard's Passivity Pact

Vanguard signs a passivity agreement with the FDIC.

| 2 min read
Weekly Brief

Growth Outpaces Diversification in December

Concentration in charge | Growth stocks win (again) in December | Cash yields update

| 4 min read
IVA Research

Heating Up?

My annual review of the Hot Hands strategy.

| 11 min read
Weekly Brief

Gifts for Growth Investors, Coal for the Rest

Growth stocks rally while value and small stocks slide | Lower cash yields ahead | IVA on Air | Distribution season reminder | Gift The IVA

| 5 min read
IVA Research

Diversification Wins Over Time

When you earn strong double-digit returns but still lag the market, it’s only fair to put your philosophy and portfolios under the microscope.

| 15 min read
IVA Research

The Tax Implications of STAR’s New Look

MAILBAG — Measuring the tax impact of STAR’s upcoming portfolio changes.

| 5 min read