Based on my previous post on whether to convert my VEIEX (Vanguard Emerging Market Index Fund) holding to VWO (ETF class), I thought it would be a good exercise for me to try to build a simple calculator to compute the breakeven investment amount for investors who need to pay the $50 conversion fee.
The calculator […]
Vanguard has been offering ETF classes of several of their conventional mutual shares for some time now. One of the most interesting feature, which is unique to Vanguard as far as I know, is the ability for an investor to convert shares in the mutual fund to ETF shares for a fee of $50 (free […]
My portfolio posted a negative 0.2% for the the month of March. This is pretty much in line with the target benchmark return of -0.39%, which is a 50:50 split between the Vanguard LifeStrategy Moderate Growth fund and the Vanguard LifeStrategy Gowth fund.
There were a few dividend distributions in March so the price movements of […]
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