You don’t have to pile into stocks to have a good year. One of my favorite balanced funds, Vanguard Wellington, has had a great year—it’s up over 10%. As you can see in this chart it beat the S&P in five out of twelve months. It’s worth remembering that successful investing isn’t just about how much you make it’s also about how much you keep.
Latest posts by E.J. Smith (see all)
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