The article begins by looking at the Vanguard Wellington Review through the eyes of Remonsy 5 Factor Investing, which is Remonsy ETF Network’s investing strategy. The five factors include:
1. Scientific Asset Allocation Models
2. Low cost ETF funds
3. Tax-efficient investing
4. Opportunistic portfolio rebalancing
5. Market timing doesn’t work
“Vanguard Wellington Analyzed” (http://remonsy.com/
The next chart in the article shows the risk and return characteristics for Vanguard Wellington versus the S&P 500. More charts show the Vanguard Wellington performance versus the S&P 500, and the average fees for managed mutual funds like Wellington,
Do-it-yourself investors should consider learning about this fund if they’re looking for a low cost managed mutual fund that has an average tax efficiency. To learn about the specific characteristics of the Vanguard Wellington ETF, visit the Remonsy ETF Network: http://remonsy.com/
Remonsy ETF Network helps do-it-yourself investors by publishing free daily tips, a daily newsletter and premium monthly reports. All of this information is based on Remonsy 5 Factor Investing. The company does not hold or manage funds, take commissions or receive any fees from investment companies.
About Remonsy and Tom Vaughan:
Tom Vaughan began his financial advisory career in 1987 at a Wall Street-based firm. He founded the money management firm Retirement Capital Strategies at the age of 23. He started Remonsy ETF Network to share his 26 years of investment expertise with do-it-yourself investors. During his career he’s had more than $300 million under management and he’s created over 6,000 financial plans.