Hillary Clinton has the mutual-fund portfolio of a politician. She is well known to be closed to well-known investors, Warren Buffet. As one of the democratic presidential candidates in 2016 election, she also invests in investment funds.
If you are interested in other presidential candidate portfolios, you can find my review in future date. Other presidential candidates for 2016 election are Donald Trump, Bernie Sander, Ted Cruz, Marco Rubio, Jeb Bush, etc. Whether you are Republican, Democrat or independent, you can learn from these politicians how to invest.
Clinton PortfolioBy looking at recent financial disclosure, Hillary only hold one investment fund.
She invests in one mutual fund only. She uses its assets to purchase the Vanguard 500 Index Fund (VFINX). This popular mutual fund may be the only mutual fund that you need for your investment account.
More: Vanguard’s Best 401k Funds
Morningstar has ranked this mutual fund with 4 stars and gold rating. In 2016, this mutual fund has a year to date return of -5.87% (up to February 20, 2016). This equity fund has returned -6.71 percent over the past 1 year, 9.93 percent over the past 3 years, and 9.54 percent over the past 5 years.
The top 5 stocks in its portfolio are Apple Inc, Microsoft Corp, Exxon Mobil Corporation, Johnson & Johnson, and General Electric Co. Top 3 sectors are technology, healthcare, and financial services.
You also can invest in this mutual fund or other S&P 500 mutual funds or ETFs (Exchange Traded Funds). Other alternative to invest in the S&P 500 index includes:
- Fidelity Spartan 500 Index Fund (FUSEX)
- SPDR S&P 500 (SPY)
- iShares Core S&P 500 ETF (IVV)
- Vanguard S&P 500 ETF (VOO)
More: Donald Trump Investment Funds