Jeff DeMaso

482 posts

Quick Take

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.

| 2 min read
Weekly Brief

One Step Forward, Two Back?

GDP and earnings on the rise | Vanguard’s slimmed down annual reports

| 7 min read
IVA Research

Rebalance For Risk, Not Return

Rebalancing your portfolio is all about managing risk, not boosting returns.

| 11 min read
Weekly Brief

Rotation and Rising Regulatory Risk

Trade Alert reminder | Market rotation amid political drama | Inflation check-in | Vanguard defines its regulatory risks | PRIMECAP update

| 7 min read
IVA Research

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?

| 17 min read
Trade Alert

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.

| 12 min read