How to Build an All-Weather Portfolio

Barron's | February 29, 2016

Financial advisor Dan Wiener invests 70-80% of long-term client portfolios in stocks, with the remainder in bonds and cash. When the market fell, he added to funds that had been hit hardest. More...

Vanguard Dividend Growth's Kilbride Effect, in a Chart

Barron's | June 10, 2014

Dan Wiener's chart shows the outperformance of one of the few single-manager funds left at Vanguard compared to indexed funds. More...

Can Vanguard's Active Funds Beat the Market?

Barron's | May 30, 2014

Dan Wiener talks to Jack Otter from Barron's, and makes the case for 'buying the manager' with Vanguard's actively managed funds. More...

This is the real issue with leveraged ETFs

CNBC | May 28, 2014

Dan Wiener talks about the problems with leveraged ETFs, how to interpret the latest economic news, and why boring companies can make great investments. More...

Guidebook Cover 2018
Order your copy of the 2018 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 2.8% 2.8%
Conservative Growth 2.2% 2.1%
Income 1.5% 0.7%
Growth Index 2.4% 2.2%
The average
Vanguard investor
1.3% 0.7%
Past Performance »