Stocks
A collection of 60 posts
What's Changed at Dividend Growth, and What Hasn't
Two months in, Dividend Growth's new managers have reshuffled about a fifth of the portfolio, but not its defensive character. Here's my early read, and what I plan to ask them when we speak.
Vanguard Hands Its Quants a Small- and Mid-Cap ETF
Vanguard's model-driven stock team—not Wellington—takes the next step in the firm's active ETF build-out.
SpaceX in the Haystack
MAILBAG | Which Vanguard funds own SpaceX, how much, and why nearly all of it landed in index funds that weren't even trying.
Why PRIMECAP Looks Like a Momentum Fund (But Isn't)
How one stock PRIMECAP bought in 1998 turned into the fund's biggest position—and its biggest headache.
Not All Growth Is Created Equal
FUNDS FOCUS — LARGE-CAP GROWTH FUNDS | In a market where growth has dominated for two decades, picking the right growth fund today is more important than ever. My take on every option in Vanguard's lineup.
PRIMECAP Still Won—But Taxes Took Their Cut
MAILBAG | Two decades of after-tax returns, and what the Discovery ETF could change for taxable investors.