Fund Analysis
A collection of 39 posts
Revved Up Real Estate
Real estate has delivered stock-like returns but with far greater risk than you’d think, given the fundamentals. What’s an investor to do?
Investing in Sectors Passively or Not
FUNDS FOCUS — ACTIVE SECTOR FUNDS | Can the Wellington-run sector funds outperform their index competitors?
Searching the Sectors
FUNDS FOCUS — SECTOR INDEX FUNDS and ETFs | Whether you’re a trader or an investor, Vanguard’s sector index funds can be useful tools. But the potential rewards often blind investors to the risks.
Keeping Your Balance
FUNDS FOCUS – BALANCED FUNDS | Vanguard’s product stable is full of solid, simple, low-cost, diversified balanced funds—there’s a lot to like. But as my top pick demonstrates, with a little effort, simple can be improved.
A Better 50-50 Portfolio
How to balance your portfolio using Wellington and Wellesley Income.
One Size Doesn’t Fit All
FUNDS FOCUS – Life-Cycle | There’s a lot to like about Vanguard’s allocations, and I’ve always said that investing doesn’t need to be complicated, but investing isn’t one size fits all, either.