How often should you check investment returns?

Investments and personal finance insights from Vanguard Australia

9 June 2021 Hi everyone, In this week's Smart Investing, Senior Personal Finance Writer Tony Kaye discusses how often you should check your investment returns and why doing so too frequently is unproductive. We also look at why good financial advice should not be solely measured in dollar terms and why its value should be considered more holistically. Lastly, we have included our May economic and market outlook, a forward-looking report that details our global growth forecasts and asset class return projections. Regards, Robin Bowerman Head of Corporate Affairs Vanguard Australia

How often should you check investment returns? By: Tony Kaye It's natural to want to monitor your portfolio value, but how often is too often? Is there any real benefit in checking your investment returns daily, weekly, or even monthly? Read more

Good financial advice improves more than just returns By: Robin Bowerman Beyond the balance sheet, here are several more reasons why anyone looking to build their wealth should seek out a good financial adviser. Read more

Vanguard economic and market outlook - May 2021 Our outlooks for equity returns are broadly lower given a rally in global risk assets, while our outlooks for bond returns are broadly higher given rising global interest rates. Read more

VANGUARD IN THE NEWS What Gen Z think about investing Elizabeth McArthur | Financial Standard | 25 May 2021 New research from Vanguard has revealed what the TikTok generation think about investing, and it turns out they are highly motivated. To read more, please visit the Financial Standard website. Please note the link above will show a copy of the article (where freely available), or the publisher's website if a subscription is required.

IN CASE YOU MISSED IT

The one thing in investing you can control By: Tony Kaye When it comes to investing, you can't control what happens in financial markets, but you can control your costs. Read more

Investment stewardship: Why it matters for long-term investors By: Lisa Harlow How do index fund providers hold companies accountable for delivering long-term investment returns? Read more

CLIENT SERVICES Email:   clientservices@vanguard.com.au Telephone:  1300 655 101 Monday to Friday, 8:00am to 6:00pm AEDT Vanguard ETF Trading & Support Team:   1300 655 888 Monday to Friday, 9:00am to 5:00pm AEDT Unsubscribe: To unsubscribe from Smart Investing, please click here or contact us on 1300 655 101. Quick links Exchange Traded Funds Managed funds   Connect with us Vanguard's LinkedIn page Vanguard's Twitter page Vanguard's Facebook page General advice warning Vanguard Investments Australia Ltd ABN 72 072 881 086 / AFS Licence 227263 is the product issuer. We have not taken your or your clients' circumstances into account when preparing the information in our electronic publications so they may not be applicable to your circumstances. You should therefore consider your or your clients' circumstances and our Product Disclosure Statement (PDS) before making any investment decision. You can access our PDS here or by calling 1300 655 101. Past performance is not an indication of future performance. Our electronic publications are prepared in good faith and we accept no liability for any errors or omissions. Not all articles are prepared by Vanguard so they may not represent our views and opinions. Vanguard Investments Australia Limited is in no way responsible for the content or loss resulting from use of any website owned by a third party that may be linked to this email via a hyperlink. Use of cookies If you click through to the vanguard.com.au website from this email, a cookie may be placed on your computer to enable Vanguard or our third party service providers to collect information about your use of the vanguard.com.au website to support website performance, enhance site navigation, improve our web design and functionality and tailor our communications to you regarding our products and services. The information collected by Vanguard or our service providers does not include personal information that could be used to identify you such as your name, address, telephone number, email address, or account information. Unless you have adjusted your browser settings so that it will refuse cookies, our system may set cookies when you visit the site. You may choose to remove or disable cookies via your browser. Google Analytics uses data when you access the Vanguard website. For more information, see "HOW GOOGLE USES INFORMATION FROM SITES OR APPS THAT USE OUR SERVICES," located at https://policies.google.com/technologies/partner-sites. You can opt out of being tracked by Google Analytics at the following location: https://tools.google.com/dlpage/gaoptout. To learn more about how Vanguard uses cookies, please visit the Vanguard Cookie Policy. By using our website, you consent to the use of cookies as described above. Terms and conditions of use   |   Disclaimers   |   Privacy policy   |   Cookie policy

© 2021 All Rights Reserved, Vanguard Investments Australia Ltd.