Jeff DeMaso

461 posts

IVA Research

Bonds Beyond the Index

FUNDS FOCUS — SPECIALTY BOND FUNDS | You can earn more income by venturing beyond the “total bond market.” But with higher yields come greater risks—tread carefully and focus primarily on Vanguard’s junk and emerging markets bond funds.

| 32 min read
Monthly Recap

Returns on Our Money

APRIL 2023 | Investors shift from low-yielding bank accounts to higher-yield money market funds and point-in-time returns mislead, Plus, an article roundup and the IVA Factor Tracker.

| 9 min read
Weekly Brief

Hidden Stumbling Blocks

Alternatives struggle | Vanguard's website redesign gets poor marks | Global Minimum Volatility gets a new co-manager

| 3 min read
IVA Research

Balancing Your Portfolio

FUNDS FOCUS — CORE TAXABLE BOND FUNDS | Vanguard’s bond managers don’t get the recognition they deserve. And though Treasury bonds are looking better than they have in a long time, Vanguard’s actively managed corporate-heavy bond funds remain my top picks for the core of your balanced portfolio.

| 25 min read
Quick Take

Passing The Dividend Torch

Don Kilbride’s era at Dividend Growth is coming to an end.

| 2 min read
Weekly Brief

Nearing the End of This Cycle

Credit Suisse fails | Vanguard split shares at six S&P-based ETFs

| 3 min read