Vanguard this week introduced a compendium of investor behavior that covers data from 2015 through 2019, as well as a quick look at investor reactions to the pandemic-related market downturn in the first quarter of 2020.
The report uses detailed data on the portfolio construction and trading behavior of Vanguard clients in some 5 million retail households.
The intention, Vanguard said, is to help investors benchmark their behavior with the end goal of giving them the best chance for investment success.
“Encouragingly, but not surprisingly, the report also reinforces our clients’ philosophical alignment with Vanguard’s long-term approach to investing,” Colin Kelton, Vanguard’s chief marketing officer, said in a statement.
“Their focus on goals, balance, cost and discipline — the core pillars of Vanguard’s investment principles—pays dividends in any market environment, but proves especially valuable in times of volatility like we’ve experienced this year.”
See the gallery above for 11 findings on how these 5 million households invest.
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