March 26, 2015

Soft Patch

The Dow Industrials slid into negative territory for the year on Wednesday, largely on the heels of somewhat weak economic reports and concerns that a strong dollar will hurt earnings. Before turning to those economic reports, keep in mind that though the Dow may be down on the year, it is only 3% or so from the high it hit in early March—nothing to panic about. Read More »

March 6, 2015

Vanguard 2014 Supplemental Distributions

Vanguard released estimates of the supplemental distributions it will be paying in March for funds that didn't fully distribute capital gains, or income during 2014. There were few surprises in the list and most of the distributions are fractional when compared to funds' Thursday NAVs. Read More »

March 2015 PDF

Greece Is the Word

Investors around the globe were seemingly on tenterhooks in late February, waiting to see how the battle between the EU and Greece would pan out. In the end, Greece reached a deal to kick the can down the road, and markets roared ahead, with the Dow, the S&P 500 and myriad other equity indexes hitting record highs in February. But while U.S. stocks have outperformed foreign markets in four of the past five calendar years, Research Director Jeff DeMaso and I wouldn't advise putting all of your nest egg in the domestic basket, for reasons we explain in this month's issue. Read More »

Most Recent Forum Threads
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Wash sales 2014/2015

stargate (03-27-2015) wrote: If I liquidate any wash sale positions before the end of the year in 2014 AND do not buy them for 30 days in 2015, does Vanguard automatically adjust my 2014 cost for the sales before year end 2014? I am looking at my statements and I do not... Read More »


Re: Trend Tracking Indexes - Update

butwait (03-26-2015) wrote: Day/Date Domestic TTI International TTI Friday 03/13/2015... Read More »


Re: options for insurance against market drop?

KevinLangan (03-26-2015) wrote: Options are tricky. Better know what you are doing. My advice for insurance against a market drop? Don't invest in the first place if you don't have a good asset allocation, and time to ride out the drop. 5 years will do most of the time. Maybe 10 years... Read More »

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"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 February 2015
Growth 5.0% 3.7%
Conservative Growth 4.6% 3.4%
Income 3.2% 2.7%
Growth Index 5.1% 3.7%
The average
Vanguard investor
3.4% 2.6%
Past Performance »