Vanguard Wellesley Income's strong leadership, effective process, and low fees support the fund's Gold rating.
We revisit our original bucket portfolio, check up on performance, and make a few tweaks.
How would our aggressive bucket portfolio have fared before, during, and after the bear market?
Fund managers say dividend-paying stocks became a "crowded trade" in 2011, but they still have long-term appeal.
This aggressively positioned portfolio illustrates how this increasingly popular strategy works.
We've improved in four of five broad asset classes since 2007.
So many tax-inefficient funds, so little space.
Many of you who have been loyal Morningstar readers for some time are at least somewhat comfortable with choosing funds. What you need more help with is creating an appropriate portfolio that incorporates your fund choices. We're going to take a closer look at five model portfolios specifically ...
We update the performance--and make one small adjustment--to our middle-of-the-road portfolio.
Vanguard founder Jack Bogle is known for many things: his long-standing advocacy of indexing, his pound-the-table passion for low costs, and his true commitment to fighting for investors' rights. I've had the privilege of talking with Jack over the years about how he invests his own money. Without ...