Taking a Balanced Approach

When you look at yesterday’s decline in stocks through the eyes of a balanced fund, it’s not as bad as you think. Look at three, for example, Fidelity Balance (FBALX), Vanguard Wellington (VWENX), and Vanguard Wellesley (VWIAX) vs the big market indices.

Action Line: When you want to talk about balance in your portfolio, email me at ejsmith@yoursurvivalguy.com. In the meantime, click here to subscribe to my free monthly Survive & Thrive letter.