adviseronline.investorplace.comAdviser Online

Fund Analyzer About Navigate... Hotlines News Reports Issues Portfolio Performance Review Forum Customer Service Hotlines January 23, 2020 The More Things Change, The More They Stay The Same Stock markets have sold off slightly from the record highs hit earlier this month and, of course, why am I not surprised? Here at home, we have impeachment hearings and a phase-one China trade deal that didn’t do anything but provide a backdrop for some positive press. Read More » News December 19, 2019 Vanguard ESG Funds Kick Energy While It’s Down Vanguard’s ESG index funds are dropping their holdings in the oil and gas patch this spring, another blow to an industry sector that’s suffered for more than a decade and took its worst beating after oil prices fell following a peak over $100 per barrel in 2014. Read More » Issues January 2020 PDF Turn of the Page As any number of newspaper articles, web postings, podcasts and tweets will tell you, 2019 was a remarkable year for financial assets, whether stocks, bonds, gold or even Bitcoin. Read More » Most Recent Forum Threads View More » 3 Reply Re: Forbes #1 Investing tip for 2019 teresi (01-25-2020) wrote: Please login to view this content. Read More » 1 Reply Re: Forbes #1 Investing tip for 2019 teresi (01-25-2020) wrote: Please login to view this content. Read More » 4 Reply Re: Forbes #1 Investing tip for 2019 teresi (01-25-2020) wrote: Please login to view this content. Read More » Account FAQ How to Log In to AdviserOnline How to Log In to the Forum How to Manage My Subscription Account (Current Subscribers) View more » Questions for Dan Advice for My Portfolio Dan's Model Portfolios Performance, Risk Analysis, and Dan's Ratings View more » Special Reports View more » Order your copy of the 2020 Independent Guide to the Vanguard Funds today "America's leading expert on investing in Vanguard funds" Daniel P. Wiener is editor of The Independent Adviser for Vanguard Investors , a monthly newsletter that keeps abreast of recent developments at Vanguard, and the annual FFSA Independent Guide to the Vanguard Funds . Through his newsletter and guide book, Dan helps tens of thousands of Vanguard investors choose wisely among more than 100 Vanguard mutual funds. The Adviser is a five-time winner of the Newsletter Publishers Foundation's Editorial Excellence Award. View More » Daniel P. Wiener Editor, The Independent Adviser for Vanguard Investors Vanguard Funds Correlation What's This? Correlation Tool You don't want to own too many funds that are similar, but how do you tell? A high correlation between funds may mean that your portfolio of funds is not as diverse as you might want it to be. While other tools may compare funds only to the S&P 500 (or 500 Index fund), you can use this tool to determine how closely the performance of one Vanguard stock fund tracks that of any other Vanguard stock fund. Compare all the funds that you own. To diversify, look for funds that have low correlation with one another. Fund 1: 500 Index Balanced Index CA Intermediate-Term Tax-Exempt CA Long-Term Tax-Exempt Capital Opportunity Capital Value Consumer Discretionary ETF Consumer Staples ETF Convertible Securities Developed Markets ETF Developed Markets Index Diversified Equity Dividend Appreciation ETF Dividend Appreciation Index Dividend Growth Emerging Markets Gov't Bond Index Emerging Markets Select Stock Emerging Markets Stock ETF Emerging Markets Stock Index Energy ETF Energy Equity Income Europe ETF European Index Explorer Value Explorer Extended Market ETF Extended Market Index Financials ETF Global Equity Global ex-U.S. Real Estate ETF Global ex-U.S. Real Estate Index GNMA Growth & Income Growth ETF Growth Index Health Care ETF Health Care High Dividend Yield ETF High Dividend Yield Index High-Yield Corporate High-Yield Tax-Exempt Industrials ETF Inflation-Protected Securities Information Technology ETF Intermediate-Term Bond Index Int-Term Corp. Index (Admiral) Int-Term Gov't Index (Admiral) Intermediate-Term Investment-Grade Intermediate-Term Tax-Exempt Intermediate-Term Treasury International Explorer International Growth International Value LargeCap ETF LargeCap Index Limited-Term Tax-Exempt Long-Term Bond Index Long-Term Corp. Index (Admiral) Long-Term Gov't Index (Admiral) Long-Term Investment-Grade Long-Term Tax-Exempt Long-Term Treasury MA Tax-Exempt Managed Payout Market Neutral Materials ETF MegaCap ETF MegaCap Growth ETF MegaCap Value ETF MidCap ETF MidCap Growth ETF MidCap Growth Index MidCap Growth MidCap Index MidCap Value ETF MidCap Value Index Morgan Growth Mortgage-Backed Sec. Index (Admiral) NJ Long-Term Tax-Exempt NY Long-Term Tax-Exempt OH Long-Term Tax-Exempt PA Long-Term Tax-Exempt Pacific ETF Pacific Index Precious Metals PRIMECAP Core PRIMECAP REIT ETF REIT Index Russell 1000 ETF Russell 1000 Growth ETF Russell 1000 Value ETF Russell 2000 ETF Russell 2000 Growth ETF Russell 2000 Value ETF Russell 3000 ETF S&P 500 ETF S&P 500 Growth ETF S&P 500 Value ETF S&P MidCap 400 ETF S&P MidCap 400 Growth ETF S&P MidCap 400 Value ETF S&P SmallCap 600 ETF S&P SmallCap 600 Growth ETF S&P SmallCap 600 Value ETF Selected Value Short-Term Bond Index Short-Term Corp. Index (Admiral) Short-Term Federal Short-Term Gov't Index (Admiral) Short-Term Inflation Index Short-Term Investment-Grade Short-Term Tax-Exempt Short-Term Treasury SmallCap ETF SmallCap Growth ETF SmallCap Growth Index SmallCap Index SmallCap Value ETF SmallCap Value Index Social Index STAR Conservative Gro. STAR Growth STAR Income STAR Mod. Growth STAR Strategic Equity Strategic SmallCap Equity Tax-Managed Balanced Tax-Managed Capital Appreciation Tax-Managed SmallCap Telecom Services ETF TOTAL BOND ETF Total Bond Market Index TOTAL BOND MARKET Total International Bond Index Total International Stock ETF Total International Stock Index Total Stock Market ETF Total Stock Market Index Total World Stock ETF Total World Stock Index U.S. Growth U.S. Value Utilities ETF Value ETF Value Index Wellesley Income Wellington Windsor II Windsor World ex-U.S. ETF World ex-U.S. Index World ex-U.S. SmallCap ETF World ex-U.S. SmallCap Index Fund 2: 500 Index Balanced Index CA Intermediate-Term Tax-Exempt CA Long-Term Tax-Exempt Capital Opportunity Capital Value Consumer Discretionary ETF Consumer Staples ETF Convertible Securities Developed Markets ETF Developed Markets Index Diversified Equity Dividend Appreciation ETF Dividend Appreciation Index Dividend Growth Emerging Markets Gov't Bond Index Emerging Markets Select Stock Emerging Markets Stock ETF Emerging Markets Stock Index Energy ETF Energy Equity Income Europe ETF European Index Explorer Value Explorer Extended Market ETF Extended Market Index Financials ETF Global Equity Global ex-U.S. Real Estate ETF Global ex-U.S. Real Estate Index GNMA Growth & Income Growth ETF Growth Index Health Care ETF Health Care High Dividend Yield ETF High Dividend Yield Index High-Yield Corporate High-Yield Tax-Exempt Industrials ETF Inflation-Protected Securities Information Technology ETF Intermediate-Term Bond Index Int-Term Corp. Index (Admiral) Int-Term Gov't Index (Admiral) Intermediate-Term Investment-Grade Intermediate-Term Tax-Exempt Intermediate-Term Treasury International Explorer International Growth International Value LargeCap ETF LargeCap Index Limited-Term Tax-Exempt Long-Term Bond Index Long-Term Corp. Index (Admiral) Long-Term Gov't Index (Admiral) Long-Term Investment-Grade Long-Term Tax-Exempt Long-Term Treasury MA Tax-Exempt Managed Payout Market Neutral Materials ETF MegaCap ETF MegaCap Growth ETF MegaCap Value ETF MidCap ETF MidCap Growth ETF MidCap Growth Index MidCap Growth MidCap Index MidCap Value ETF MidCap Value Index Morgan Growth Mortgage-Backed Sec. Index (Admiral) NJ Long-Term Tax-Exempt NY Long-Term Tax-Exempt OH Long-Term Tax-Exempt PA Long-Term Tax-Exempt Pacific ETF Pacific Index Precious Metals PRIMECAP Core PRIMECAP REIT ETF REIT Index Russell 10...