Hotline
February 4, 2016

Looking for Correlation Where There Is None

Well, Jeff and I keep getting emails from Vanguard investors who say their account consolidations were totally messed up by Vanguard, and yes, some of them are considering leaving Vanguard entirely. Keep an eye on distributions. They're coming up again in March. Be very, very careful before you file taxes. Read More »

News
February 4, 2016

Is High Yield Headed for Lows?

Jeff and I often have more to say than we can actually fit in the monthly newsletter. This past month was no exception, as we've received a number of questions about high-yield bonds, and weren't able to find room in the newsletter for a complete response. But we heard your questions and concerns, and didn't want to delay sharing our thoughts. We'll update this info at month's end for inclusion in the March newsletter, but here's our thinking. Read More »

Issue
February 2016 PDF

Faulty Barometer

An old market chestnut says, 'As goes January, so goes the rest of the year.' There's just one problem: While the so-called January Barometer has a 72% chance of being correct, simply betting that the market will go up gives you an 82% chance of being right. So let's acknowledge that declines like those we saw this past month are a natural part of investing. While the S&P 500 ended the month down 8.9% from its May 2015 high, those losses are behind us, and selling now won't change that. Read More »

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Re: New Service Available From Dan

toddegener (02-06-2016) wrote: Our existing subscription hopefully garners us Dan's best ideas, which is mostly to go with the Primecap funds, International Growth, and Dividend Growth with Selected Value. Avoid US Growth, excess manager funds, most index funds. It hasn't changed much over the years, and how many time do I need him... Read More »

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Re: Wanted: New Executive to Keep Track of VG’s $3 Trillion

jsarnow (02-06-2016) wrote: DANGER! DANGER! Ain't we had enough of Tampa Bay? John Read More »

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Re: Adviser Weekly Reports

KevinLangan (02-06-2016) wrote: Just put negative numbers in bold red ink. That will get the point across very clearly. Everyone will sell immediately...... Read More »

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Vanguard Funds Correlation
What's This?
Model Portfolio Performance
Models January 2016
Growth -6.5% -6.5%
Conservative Growth -5.8% -5.8%
Income -3.4% -3.4%
Growth Index -5.0% -5.0%
The average
Vanguard investor
-3.6% -3.6%
Past Performance »
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