Balanced Funds

A collection of 5 posts

IVA Research

Keeping Your Balance

FUNDS FOCUS – BALANCED FUNDS | Vanguard’s product stable is full of solid, simple, low-cost, diversified balanced funds—there’s a lot to like. But as my top pick demonstrates, with a little effort, simple can be improved.

| 24 min read
IVA Research

A Better 50-50 Portfolio

How to balance your portfolio using Wellington and Wellesley Income.

| 2 min read
IVA Research

One Size Doesn’t Fit All

FUNDS FOCUS – Life-Cycle | There’s a lot to like about Vanguard’s allocations, and I’ve always said that investing doesn’t need to be complicated, but investing isn’t one size fits all, either.

| 23 min read
IVA Research

Down, Not Out

"Reports of my death are greatly exaggerated.” Mark Twain didn’t quite say that, but I’m reminded of the misquote these days whenever I read articles declaring the death of the classic balanced portfolio—60% stocks and 40% bonds. There’s no sugar-coating it, 2022 has been a

| 9 min read
IVA Research

Finding Their Sea Legs?

| 4 min read