June 24, 2016

Special Hotline: Brexit Surprise

One uncertainty has been replaced with another. The question of whether the U.K. would indeed vote to exit the E.U. was always a toss-up—5 hours after the polls closed, the betting pools had Remain winning, and UK Independence Party leader Nigel Farage, who spearheaded the Leave group, said he expected Remain to win. So there was no way to know what would happen, and a 52% vote to exit showed as much. Read More »

June 2016 PDF

Rate Hike Reversals

Last month was a roller-coaster of ups and downs catalyzed by guessing about the Fed's next move. In the end, the bulls won, though not without plenty of negative sentiment. But why worry? The overwhelming rationale for another rate hike will be that the U.S. economy is functioning properly, expanding well, and is showing some signs of a steady increase in inflation–all positives for you, me, and stock prices. Read More »

March 10, 2016

Vanguard Expense Ratios Rise on 52 Funds

Vanguard's been making a lot of hay lately with news that its expense ratios continue to decline. But it's all a matter of how and when you choose to measure them. With the release of its December 2015 annual reports, fully 52 Vanguard funds (counting separate Investor, Admiral, ETF and Institutional share classes) saw their expenses RISE rather than fall over the past 6 months. Read More »

Most Recent Forum Threads
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Re: REITs for rest of 2016?

Bax (06-30-2016) wrote: Sue - Just sold NNN and O at $51.50 and $69.20, respectively. Will hold HPT for awhile, as summer is its best quarter - or should be. . ROTH now has less than 10% in REITS - but significantly more TAX FREE CASH ON HAND, which I anticipate will... Read More »


Re: REITs for rest of 2016?

Bax (06-30-2016) wrote: Sue - I'm retired and have almost 25% (due to nice gains) in REITS in my ROTH, including O, NNN, HPT, & HCP - all of which I'm about to pull the trigger on in the next few days (hopefully) Presently, I anticipate significant pullback in July &... Read More »


Re: REITs for rest of 2016?

jms824 (06-30-2016) wrote: Interesting that Dan does not recommend VHT. In February, when VGHAX was in the 70's, I sold a big position for tax loss management reasons and immediately moved into VHT as I wanted to maintain my Healthcare position. VHT (and VGHAX) is up big since then and I... Read More »

Order your copy of the 2016 Independent Guide to the Vanguard Funds today

"America's leading expert on investing in Vanguard funds"

Daniel P. Wiener is editor of The Independent Adviser for Vanguard Investors, a monthly newsletter that keeps abreast of recent developments at Vanguard, and the annual FFSA Independent Guide to the Vanguard Funds. Through his newsletter and guide book, Dan helps tens of thousands of Vanguard investors choose wisely among more than 100 Vanguard mutual funds. The Adviser is a five-time winner of the Newsletter Publishers Foundation's Editorial Excellence Award. View More »

Vanguard Funds Correlation
What's This?
Model Portfolio Performance
Models May YTD
Growth 1.8% 2.3%
Conservative Growth 1.5% 2.5%
Income 0.9% 2.6%
Growth Index 1.7% 4.5%
The average
Vanguard investor
0.8% 2.7%
Past Performance »