Vanguard Case Analysis
Final Project
Ashford University
Trena Mealor
Dr. James Prentice
August 27, 2012 Final Project Investing in the total stock market allows an investor to capture the return of the stock market while at the same time diversifying an investment portfolio. The easiest way to build a total stock market portfolio is with a mutual fund or an exchange traded fund. This particular portfolio is diversified with Vanguard ETF’s that were carefully chosen to seek the highest return with moderately aggressive to aggressive risk strategy. The investment strategy associated with this portfolio is short-term with an aggressive attitude of “more risk more reward”. 7/24 price Investment Amount # of Shares 8/13 price Value Vanguard Consumer Discretionary ETF – (VCR) 67.89 10000 147.29709 71.74 10567.0932
Vanguard Financial ETF – (VFH) 30.25 10000 330.5785 31.58 10439.6690
Vanguard Growth ETF - (VUG) 66.91 10000 149.4545 70.48 10533.5531
Vanguard Information Technology ETF – (VGT) 66.93 10000 149.4098 71.77 10723.1413
Vanguard …show more content…
They are liquid, easy to use and can be traded in any quantity just like stocks. At the same time an ETF provides the diversification, market coverage and low expenses of an index fund. These characteristics combine to create an investment tool that provides investors with the broad exposure they require, at the level they want; at the moment they need it. As such, they are fast gaining a reputation as an innovative investment solution - a claim greatly supported by the accelerated growth in
Ashford University
Trena Mealor
Dr. James Prentice
August 27, 2012 Final Project Investing in the total stock market allows an investor to capture the return of the stock market while at the same time diversifying an investment portfolio. The easiest way to build a total stock market portfolio is with a mutual fund or an exchange traded fund. This particular portfolio is diversified with Vanguard ETF’s that were carefully chosen to seek the highest return with moderately aggressive to aggressive risk strategy. The investment strategy associated with this portfolio is short-term with an aggressive attitude of “more risk more reward”. 7/24 price Investment Amount # of Shares 8/13 price Value Vanguard Consumer Discretionary ETF – (VCR) 67.89 10000 147.29709 71.74 10567.0932
Vanguard Financial ETF – (VFH) 30.25 10000 330.5785 31.58 10439.6690
Vanguard Growth ETF - (VUG) 66.91 10000 149.4545 70.48 10533.5531
Vanguard Information Technology ETF – (VGT) 66.93 10000 149.4098 71.77 10723.1413
Vanguard …show more content…
They are liquid, easy to use and can be traded in any quantity just like stocks. At the same time an ETF provides the diversification, market coverage and low expenses of an index fund. These characteristics combine to create an investment tool that provides investors with the broad exposure they require, at the level they want; at the moment they need it. As such, they are fast gaining a reputation as an innovative investment solution - a claim greatly supported by the accelerated growth in