You know from my recent piece on Vanguard, I like the outlook for the Vanguard Wellington fund. You can read about that and why I like Fidelity Investments here.
Today, you’ll want to draw your attention to the recent mini blip in stocks. Imagine if it lasted decades instead of days. How would you feel if we had a redo of that ’70s show?
What I want you to focus on today is a performance comparison during the mini blip of Vanguard’s Wellington fund vs. the S&P 500. As you can see in the chart below, Wellington held up nicely.
Action Line: You know my concerns about Vanguard. The good news is you can have your cake and eat it, too by transferring in-kind—not selling your Wellington Fund—to my favored Fidelity Investment. Remember, sometimes the destination makes all the difference in your experience. I’m here when you need me. But only if you’re serious.
Read the entire series here.
Originally posted on Your Survival Guy.
