Fund Analysis
A collection of 41 posts
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.
In Self-Demotion, Vanguard Picks Wellington Management
Vanguard fires itself from two multimanager funds.
Kilbride’s Worthy Heir
Assessing Peter Fisher's track record before he takes the reins at Dividend Growth from Don Kilbride.
Tax-Free Income for All
FUNDS FOCUS — TAX-FREE BOND FUNDS | It’s been said that only death and taxes are certain. No investor can cheat death, but there are (legal) ways to avoid paying income taxes—and one is by owning municipal bonds. Fortunately for us, Vanguard’s municipal bond funds are among the best around.
Bonds Beyond the Index
FUNDS FOCUS — SPECIALTY BOND FUNDS | You can earn more income by venturing beyond the “total bond market.” But with higher yields come greater risks—tread carefully and focus primarily on Vanguard’s junk and emerging markets bond funds.