Jeff DeMaso
461 posts
A Better 50-50 Portfolio
How to balance your portfolio using Wellington and Wellesley Income.
Securities Lending … Not For All
A factory construction boom | Securities lending for the wealthy
One Size Doesn’t Fit All
FUNDS FOCUS – Life-Cycle | There’s a lot to like about Vanguard’s allocations, and I’ve always said that investing doesn’t need to be complicated, but investing isn’t one size fits all, either.
We Were Promised a Recession
JULY 2023 | With no recession in sight, stocks delivered double-digit returns in the first half of 2023. Be wary of outsized one-year returns and the Super Seven. Plus, an article roundup and the IVA Factor Tracker.
To Coup, Or Not to Coup
One-year returns on the rise | Where did the recession go? | A non-coup in Russia | Unknown requirements to lend your stocks
What Kind of Investor Are You?
How much should I allocate to stocks versus bonds versus cash? It’s a fundamental question most investors spend too little time on. Here’s how to find the answer that is right for you.