Vanguard LifeStrategy vs Target Date Retirement Funds (Rate My Portfolio)

Vanguard LifeStrategy vs Target Date Retirement Funds⛱ Personal Capital Retirement Calculator: https://robberger.com/go/pc-retirement-calculator/yt-big-knee Click "Show More" to see Ad Disclosure

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💰 Personal Capital: https://robberger.com/go/personal-capital/yt-big-knee
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🛠 Morningstar (14-day free trial): https://robberger.com/go/morningstar/yt-big-knee

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📚 My Book (of course): https://amzn.to/2MsRJ9B
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✅ Free Investment Tracking Spreadsheet: https://docs.google.com/spreadsheets/d/1TgS9I6k495XvBbUmjO7fzC05iAQM815Y7gbk2u2EbE0/edit?usp=sharing

Today we evaluate a view's investment portfolio. We cover ARKW, one of Cathie Wood's ETFs. We also look at a Fidelity Balanced fund, and compare it to Vanguard's LifeStrategy and Target Date Retirement funds. Finally, we'll examine the portfolio using Morningstar and Personal Capital.

#investing #arkw #morningstar

ABOUT ME

While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. Today I'm the Deputy Editor of Forbes Advisor, managing a growing team of editors and writers that produce content to help readers make the most of their money.

I'm also the author of Retire Before Mom and Dad--The Simple Numbers Behind a Lifetime of Financial Freedom (https://amzn.to/3by10EE)

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DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions.

AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning at no cost to you I earn a commission if you click through and make a purchase and/or subscribe. However, I only recommend products or services that (1) I believe in and (2) would recommend to my own mom.

Видео Vanguard LifeStrategy vs Target Date Retirement Funds (Rate My Portfolio) канала Rob Berger