Jeff DeMaso

482 posts

Monthly Recap

One Month Doesn't Make a Rally

NOVEMBER 2022 | Stocks bounce back from a bad September, but bonds continue to struggle. Plus, an article roundup and the IVA Factor Tracker.

| 5 min read
Quick Take

You may trust, but we will verify

Give Vanguard credit for trying to educate investors about bear markets, staying the course and what I like to call “time in the markets, not market timing.” But come on, at least get your charts to agree with your data. Vanguard posted an article on its investor website, “Keeping performance

| 1 min read
Weekly Brief

Recession Signs on The Radar

Was that the low? | Recession signs

| 3 min read
IVA Research

In The Mixing Bowl

Our Portfolios follow a simple recipe: Partnership with the best that Vanguard has to offer and patience with the vagaries of the markets. The results of that recipe can be found on the Model Portfolio tab. Of course, Dan and I have tweaked the recipe’s ingredients—the individual funds

| 13 min read
Weekly Brief

Day Trading Is Hard

A potential path for inflation | Vanguard fired TimeSquare from International Explorer

| 3 min read
IVA Research

Less Can Lead To More

My recipe for investment success isn’t complicated: Partner with the best managers and funds that Vanguard has to offer, then try to keep from second-guessing yourself. That means, remain diversified, keep costs low (a given if you stick with Vanguard solely) and spend as much time in the markets

| 9 min read