Finance 401 (A Little Easier)

Revealed: If you make it uber-simple, you can see an estimated benchmark

Weighted Average Tells You

No one is going to dispute Vanguard’s access to information or execution. Let’s take this Growth Fund, ticker VAGSX.

a. In the table below, Category Allocation 70-80% Equity, let’s take that as given.
b. Means that if you wanted 60% equity on $100, you give them $80, and buy $20 of bonds (or some other set of other assets, but le…