Jeff DeMaso

439 posts

Weekly Brief

Same Headlines, Different Market

Resilient earnings | The tables turned on tech stocks | Vanguard still not betting on bitcoin | Average cost is not a default option

| 5 min read
IVA Research

Can You Predict Sector Winners?

Timing sectors sounds smart—until you try it.

| 8 min read
Weekly Brief

Tech Pops, PRIMECAP Drops, Vanguard Gets Sued

Tech stocks held their ground | Morningstar downgrades PRIMECAP | Just Invest’s founders sue Vanguard | Cost basis update

| 8 min read
IVA Research

Should You Buy and Hold a Sector Fund?

FUNDS FOCUS — SECTOR INDEX FUNDS (& ETFs) | A long-term investor’s look at tech, staples, health care and how the sector funds stack up over time.

| 18 min read
Quick Take

Vanguard’s First Acquisition Is Now a Legal Headache

Just Invest’s founders sue Vanguard four years after merging with the fund giant.

| 1 min read
Quick Take

Vanguard Adds Three Bond ETFs—Only One Stands Out

My initial assessment of Vanguard’s three new government bond ETFs.

| 3 min read