Reports

PDF Reports

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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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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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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Online Reports

16 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 180 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. Our Most Powerful Funds are all selections from our Model Portfolios, and we urge you to consider them for long-term growth.
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Vanguard’s Best (and Worst) ETFs

Exchange-traded funds, or ETFs, were a misunderstood, newfangled investment “product” just a decade ago. Today, they are hot, and deservedly so. In many ways they are stealing the march, and stealing assets from traditional index mutual funds.
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Top 4 Vanguard Funds for 2020

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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Vanguard’s Million Dollar Retirement Bonus Funds

Choosing the best funds at Vanguard isn’t easy, especially it comes to investing for retirement. This report features five funds found in our Model Portfolios that have contributed to our long-term gains.
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9 Most Powerful Robo-Beating 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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Vanguard’s Safe Havens

Vanguard offers more than 170 mutual funds, which can make choosing the right one a daunting task. And, let’s face it, Vanguard’s funds come in all varieties. Some are very good funds, others, average—and some could stand a lot of improvement. That’s why I want to talk to you about my top Vanguard funds—the funds that you can build a portfolio around.  These funds shine the brightest in the Vanguard firmament.
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Vanguard’s 25 Toxic Funds to Sell Now

Vanguard won’t tell you that one of its funds isn’t top-notch. While it’s the best fund family around, even the best isn’t perfect. Some of Vanguard’s funds are nurtured by expert managers and grow to be profit-building stars, but others are misguided, whether by poor managers or a fundamentally flawed investment strategy, and can doom your portfolio to mediocrity—or worse, major losses. Take a look at this report to help you avoid that fate and understand the risks of investing in some of Vanguard’s wayward children.
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Vanguard’s Best & Worst Funds for Right Now

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 180 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

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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Hot Hands

Hot Hands is a momentum-based strategy using research I have conducted over the years—one that has left the market in the dust over the long haul. The thesis is quite simple: Investors who purchase the prior year’s best diversified Vanguard equity fund and hold it for a year, and continue with that pattern year after year, will beat the stock market over time. A simpler way of saying this might be that investment success doesn’t disappear with the turn of the calendar.
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Vanguard’s “Dirty Dozen”: 12 Overlooked Funds That Can Make You Rich

In this report, I’ll show you all of the funds where our strongest buy advice agrees with Vanguard’s board’s—the funds in our Model Portfolios were Vanguard’s disclosures tell us one or more members of their board of directors is personally invested alongside us.
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The Five Magic Words that Vanguard Won’t Tell You

With more than 170 funds in its family alone, choosing the best funds at Vanguard isn’t easy. But there is an easy way to cut through the chaff and get to Vanguard’s best funds, and it starts with five simple words.
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Guidebook Cover 2020
Order your copy of the 2020 Independent Guide to the Vanguard Funds today
Vanguard Funds Correlation
What's This?
Model Portfolio Performance
ModelsSeptember2020
Growth-1.7%4.3%
Conservative Growth-1.2%5.3%
Income-0.9%5.3%
Growth Index-2.6%2.2%
The average
Vanguard investor
-2.0%2.6%
Past Performance »
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