Reports

PDF Reports

Bonds 101: Vanguard's Income Boosters

It shouldn't be that hard to understand bonds. It just takes a little effort—which I think everyone should make. Bonds are too important to building a diversified portfolio to neglect. Yet while I would never advocate avoiding bonds completely, over the past several months that I've become increasingly concerned about bonds—particularly bond index funds. In short, investors have been piling into bond funds at a record clip over the past four years, taking on greater interest rate risk while at the same time being paid less than they ever have for it. And given what I think most investors don't know about bonds, I'd say that's dangerous.
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Active Management is Not Dead

As requested by some subscribers who were in attendance, these are the slides I used for my presentation at the May 2017 Las Vegas MoneyShow. In the presentation, I talk about what makes a fund manager a "Top Gun" manager, and who my picks for the title are in Vanguard's stable—no surprise, I own all of them in my Model Portfolios. I go into why you should buy the manager, not the fund by illustrating with a few handy charts how the manager's record is more important than the fund's as a gauge of future performance. I show some of the pitfalls Vanguard steps in over and over again when it comes to active management.
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The Answer Book: Money Making Secrets Vanguard Will Never Tell You

There's one answer that I don't need to tell you: Vanguard is the best place for your money. The low fees, excellent returns and the variety of mutual funds available all make Vanguard a terrific choice. But there are some ins and outs, some hints, tips and secrets that will make your investing with Vanguard even better. That's why I put together The Answer Book for Vanguard Investors.
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Award Winners: Vanguard's Best & Worst Funds for 2018

With so many mutual fund choices available to investors, picking the best ones for your portfolio certainly isn't always easy. Vanguard offers more than 100 funds in its family alone. But not all funds are right for every investor. Not only do you need to choose the right funds to diversify and balance your portfolio, you also need to choose the right funds at the right time to help maximize your profits. The funds in my Award Winners Special Report are the 'best of the best' funds at Vanguard, and I urge you to consider them for long-term growth.
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Personalized Vanguard Investing

Members have a choice of four easy-to-follow models using Vanguard funds to formulate a personal investment strategy—whether you're a conservative, moderate or aggressive investor. My Personalized Vanguard Investing Special Report provides a description of the portfolios' strategies so that investors can decide which one best fits their investing goals. The portfolios are designed for investors with goals ranging from growth to income. It doesn't matter if you are a 30-year-old father of two preschool children, a 55-year-old with two kids in college, a 62-year-old approaching retirement or a 70-year-old living in retirement. One of the models can meet your personal investment objectives.
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Online Reports

Best and Worst Funds for 2018

With so many mutual fund choices available to investors, picking the best ones for your portfolio certainly isn't always easy. Vanguard offers more than 100 funds in its family alone. But not all funds are right for every investor. You need to choose the right funds to diversify and balance your portfolio—and avoid Vanguard's worst funds.
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Vanguard Winners - Introducing 9 World Class Funds for 2018

With so many mutual fund choices available to investors, picking the best ones for your portfolio certainly isn't always easy. Vanguard offers more than 100 funds in its family alone. But not all funds are right for every investor. You need to choose the right funds to diversify and balance your portfolio—and avoid Vanguard's worst funds.
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Increase Your Income

”If all I want from my investments is income, what's the best Vanguard fund for me?“ We hear that question regularly from investors are looking to 'live off the income' from their portfolio. It's a worthy goal, but this approach to portfolio management misses a crucial piece of the puzzle. In this report, we break this question down to identify the best Vanguard funds for income.
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Most Powerful Vanguard Funds

With so many mutual fund choices available to investors, picking the best ones for your portfolio certainly isn't always easy. Vanguard offers more than 100 funds in its family alone. But not all funds are right for every investor. Not only do you need to choose the right funds to diversify and balance your portfolio, you also need to choose the right funds at the right time to help maximize your profits. My Most Powerful Funds are all selections from my Model Portfolios, and I urge you to consider them for long-term growth.
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4 Funds for 2018

Which Vanguard fund managers can be trusted to grow and protect your money this year? Vanguard won't tell you, since the fund family has emphasized indexing over active management for years. But Vanguard has four actively managed funds that consistently beat the market and experience lower drawdowns in bear markets.
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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 »

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Vanguard Funds Correlation
What's This?
Model Portfolio Performance
Models October YTD
Growth 1.6% 18.1%
Conservative Growth 1.0% 16.0%
Income 0.7% 13.9%
Growth Index 2.1% 16.1%
The average
Vanguard investor
1.3% 12.7%
Past Performance »
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