Jeff DeMaso
482 posts
The Doctor Is Out
Longtime Health Care manager Jean Hynes will step away from portfolio management duties at the end of the year. Her co-manager, Rebecca Sykes, will take over the active sector fund.
One Step Forward, Two Back?
GDP and earnings on the rise | Vanguard’s slimmed down annual reports
Rebalance For Risk, Not Return
Rebalancing your portfolio is all about managing risk, not boosting returns.
Rotation and Rising Regulatory Risk
Trade Alert reminder | Market rotation amid political drama | Inflation check-in | Vanguard defines its regulatory risks | PRIMECAP update
Time To Get Aggressive?
FUNDS FOCUS —AGGRESSIVE GROWTH FUNDS | The stock market may be at an all-time high, but with small stocks lagging behind, now may be the time to add an aggressive fund to your portfolio. But which one to pick?
Rebalance, Reduce Risk and Reposition
TRADE ALERT | Rebalancing at market highs while reducing each Portfolio’s reliance on a single sector. Additionally, I’m reducing risk among the bond funds and buying some unloved parts of the stock market.