Vanguard LifeStrategy Funds

You probably know by now, I’m a big fan of Vanguard, well, Jack Bogle in particularly.

Bogle completely changed the investment industry and for the better. He has saved literally billions of dollars for average investors. I simply can not stress his importance for average investors enough.

Bogle should win the Nobel Prize in some category for his work to benefit humanity. The irony is, just like ALL who challenge the status quo, Bogle was seen as a pariah for the longest time. In fact, until about the mid 2000’s, professional investors despised Bogle because he called them out.

Now, though, very few will challenge his arguments, that low cost beats high costs. The studies are numerous and simply too abundant to cite. Just look up any research on the number one determinant for investment performance. It’s always fees. The lower the fee, the better the performance.

In this 4-part series I’m going to share with you the Vanguard LifeStrategy funds and what there is to know about them.

We start here with the Aggressive Growth Fund – VASGX.
We look at performance, the allocation, the expenses, turnover, tax consequences AND we dive into the down years of 2000, 2001, 2002 and 2008.

The question that you must answer before you invest is not what did the fund do since inception, 1994. But what it did during those down years and if you could have handled that?

Before you invest, you need to answer that question truthfully.

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