January 20, 2022

New Strategies in Old Wrappers

It has been a bumpy start to the year for investors. Only a dozen or so Vanguard funds are showing gains for the year as of Wednesday’s close. 500 Index (VFIAX) has dropped 4.8%. Mid- and small-cap stocks are down more than that. Foreign stocks are holding up better but are still down—Total International Stock Index (VTIAX) is off 0.8%. Every sector ETF except for Energy ETF (VDE) is in the red. Every single balanced and bond fund in Vanguard’s stable is down as well. Woof.

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March 2, 2021

Vanguard Searching For Mr. Good Growth

Vanguard’s game of manager musical chairs continues at U.S. Growth, as sub-adviser Jackson Square Partners was sent packing this week.

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January 2022 PDF

Deceptively Difficult Year

Over the past year, the headline risks included a riot in our nation’s capital, multiple
COVID variants, tangled supply chains and rising inflation. It was also a hard year for
anyone trying to beat the headline S&P 500. You either had to be extremely lucky or willing to take inordinate risks—or both.

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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
Conservative Growth3.1%14.6%
Growth Index4.2%22.4%
The average
Vanguard investor
Past Performance »