Jeff DeMaso
461 posts
Big Tech in The Crosshairs
Dept. of Justice sues Google | Municipal money market yield update | Mutli-Sector Income's special distribution
Weathering Government Shutdowns
With the U.S. government’s finances bumping up against the debt ceiling, I’m (not surprisingly) hearing from concerned investors on both sides of the political aisle asking what this means for our investments. First, we’ve been here before. And it’s important to recognized that we’ve
Vanguard’s Service Still Stagnant
The 60/40 portfolio lives | Inflation check-in | Vanguard service issues | Beware phishing attempts
Big Index Fund Fails?
The Morningstar headline grabbed me. “Why Are These Big Index Funds Underperforming?” By definition index funds, if they’re doing their jobs properly, don’t outperform or underperform. They simply match their benchmarks less a bit for their expenses. Generally, when talking about outperformance or underperformance it’s active funds
Alternative Costs
Did Alternative Strategies (VASFX) run into some trouble earlier this year? Some time between November 2021 and April 2022 Vanguard paid $637,000 into the fund to cover “higher-than-anticipated costs associated with short sale transactions.” As you may recall, the fund uses a variety of strategies to achieve a goal