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Vanguard Portfolio Update: The Final Reflection of 2024

As we approach the end of 2024, it's time to review the performance of investments and the state of the market. This year's journey has been nothing short of extraordinary for many investors, particularly within the Vanguard platform. In this update, we will explore market dynamics, provide essential tips for investors, and address significant changes announced by Vanguard that will affect UK investors in 2025.

A Glorious Market Performance

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Reflecting on 2024, the S&P 500 index has experienced an incredible rise, with a total return nearing 30%, marking one of the best years for stock market investors. This performance is particularly noteworthy considering the ongoing psychological rollercoaster of investing. For example, looking back to 2022, many were caught by surprise as the market plunged unexpectedly, leading to a bear market many thought would persist.

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The FTSE All-World Index, represented by the VWAP ETF, has also shown remarkable growth, recording a total return of 21.64%. However, juxtaposed with the S&P 500's performance, it appears less impressive. The NASDAQ has surged even further, crossing 20,000 points for the first time, showcasing a total return of approximately 36% this year, driven predominantly by a concentrated exposure to major tech companies.

The Psychological Aspects of Investing

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Amidst widespread optimism about future market trends, it's essential to appreciate the investing mentality. Typically, many investors hesitate to enter the market during lows, like in October 2022. This hesitation often leaves them on the sidelines, only to wish they had invested at the right time once the markets have recovered. The gold standard here remains consistency and discerning timing, as attempting to time the market can be a fool's errand.

Investors often feel enticed to invest when markets are peaking, but this can lead to regret if subsequent downturns occur. The critical takeaway is that longer-term investing is about consistency. Those who consistently invest over decades have a better chance of capitalizing on compound interest.

New Vanguard Fee Structure Changes

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Now turning our attention to Vanguard's recent announcements, which have raised eyebrows among UK investors. Starting January 31, 2025, Vanguard will implement a £4 minimum account fee per month, significantly impacting those with smaller accounts. Investors with balances under £32,000 will bear this fee, while those above it will continue to pay a lower 0.15% fee, capped at £375.

This fee change has been seen as detrimental, especially for novice investors, as it disproportionately affects smaller portfolios. The rationale provided by Vanguard indicates that this adjustment is necessary to cover increased service costs – a decision that many view as short-sighted, potentially alienating new investors who could grow their accounts into significant assets over time.

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The secondary change explains a new methodology for collecting the account fee, where fees will now be taken proportionately from all accounts if multiple exist. For those without direct debit setups, this could complicate financial management further.

Investment Strategies Going Forward

Investing is inherently a long game. The key question for many investors now is whether they should consider moving their accounts to platforms like Invest Engine, which does not charge monthly fees. While larger accounts may not feel the brunt of the fee increase, smaller accounts might benefit from exploring alternatives.

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As a long-term investor, it’s crucial to focus on what you can control: how much you invest, how long you remain invested, and your chosen investment platform. Maintaining low fees is paramount; even small charges can accumulate and significantly affect overall returns.

Final Thoughts

As we wrap up the year and look forward to 2025, it's essential to stay informed and engaged with the evolving investment landscape. Continued learning and adapting your strategy to manage fees and market changes will foster long-term success. For those just beginning their investment journey, a wealth of beginner-focused content is on the horizon to help navigate these waters.

May the upcoming year bring fruitful investments and fresh opportunities. Happy investing to everyone!