investing software

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Gordon
Posts: 331
Joined: Tue Feb 20, 2007 4:56 pm
Location: Lake Havasu City, Arizona

investing software

Post by Gordon » Tue Jan 17, 2012 2:17 pm

Does Vanguard have a program and the data that allows us to prepare a portfolio using Vanguard funds and exchange traded funds to prepare an asset allocation where the input would be the degree of risk and the investor's age.

They must have how each Vanguard correlates with each other including foreign funds.

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NAVigator
Posts: 2457
Joined: Tue Feb 27, 2007 7:24 am
Location: Iowa

Re: investing software

Post by NAVigator » Tue Jan 17, 2012 8:13 pm

Um, no. There is no one-size-fits-all. Even given the same risk tolerance, age, there are many possible portfolios. I suggest you look at some of the example portfolios in the Wiki. These offer a starting point from which to build your own. It might be helpful to read about asset classes as well.

Jerry
"I was born with nothing and I have most of it left."

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mas
Posts: 1461
Joined: Tue Feb 20, 2007 12:54 pm

Re: investing software

Post by mas » Tue Jan 17, 2012 8:39 pm

I assume that you are referring to mean variance optimization software?
No.

They do have this:
https://personal.vanguard.com/us/insigh ... llocations

and these:
https://personal.vanguard.com/us/funds/ ... rementList
https://personal.vanguard.com/us/funds/ ... rategyList

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investor.saver1
Posts: 263
Joined: Sun Jan 02, 2011 9:43 pm

Re: investing software

Post by investor.saver1 » Tue Jan 17, 2012 8:54 pm

I think the VG Adviser site has a tool something like the OP is asking about. A while back I attempted to get access to that site to use the tool but my request was denied by VG. I then complained through my flagship adviser, but still was denied. The reason for the denial per my Vanguard rep was that Vanguard was prohibited from giving me access by FINRA rules. I then contacted FINRA and explained to them what I was attempting to do and was told directly by them that they didn't care at all. That VG was free to provide access if they wanted to.

If the OP can get access to the adviser site, I'd like to know. My guess is that Vanguard is attempting to carve out a niche with the adviser crowd and wants to provide them some tools that are value added compared to those they provide to the individual investor. I'd think VG would provide the same tools to all classes of customers, but I guess not.

I'd love to hear VG weigh in on this if they are so inclined.
Investor.Saver1 | | Experience is something you don't get until just after you need it.

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