Personal Finance and Investing

Best_man23

(4,897 posts)

3. Given the volatility last spring (and ongoing)

Reply to question everything (Original post)

Sun Jul 5, 2020, 06:09 PM

Jul 2020

A YTD performance in 2020 is not a good metric to gauge any investment, need to look at how its performed over time (3, 5 and 10 years). Vanguard mutual funds have low expense ratios across the board, so that is a plus for this fund. If all things between the two investment vehicles are equal, I'd make the switch just to lower the expense ratio, as Buffett and others advise keeping expense ratios as low as possible.

Another option is to sell your current investment and wait for things to cool down. Cash is, and always, will be king.

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New fund? [View all] question everything Jul 2020 OP

Following hermetic Jul 2020 #1

What did you inerit? Cash? Portfolis of stock and bonds? IRA? Real Estate? question everything Jul 2020 #2

Hi, Thanks! hermetic Jul 2020 #7

Please feel free to ask any questions you might have. A HERETIC I AM Jul 2020 #5

Hi and thanks hermetic Jul 2020 #8

Given the volatility last spring (and ongoing) Best_man23 Jul 2020 #3

I moved two 401ks into full cash last year. Then the market soared then plummeted. sprinkleeninow Jul 2020 #4

The fund has only been around since February of last year.... A HERETIC I AM Jul 2020 #6

Yahoo Finance Quotes sucks (except for the absolutely wonderful Historic page) progree Jul 2020 #9

VIGAX: same story progree Jul 2020 #10

Thanks. Yes, this is one of the funds that I am looking question everything Jul 2020 #12

First place I go for any mutual fund research is morningstar.com lastlib Jul 2020 #11