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Re: Advantage of 50/50 Wellington/Wellesley in Roth IRA?

An alternative would be to invest 50% in Equity Income And 50% in Intermediate Term Investment Grade Bond Fund. This would
avoid the overlap issue and slightly lower bond fund duration. The three stock portfolios are managed by the same shop.
by Islander
Wed Apr 09, 2014 6:08 pm
 
Forum: Investing - Help with Personal Investments
Topic: Advantage of 50/50 Wellington/Wellesley in Roth IRA?
Replies: 8
Views: 1385

Re: Wellington

Nice to see Wellington and Wellesley getting the respect they deserve.
by Islander
Fri Jan 17, 2014 1:40 pm
 
Forum: Investing - Help with Personal Investments
Topic: Wellington
Replies: 29
Views: 4316

Re: Poll for 65+ Seniors

Wellesley, 35% stocks.
by Islander
Tue Feb 12, 2013 7:07 pm
 
Forum: Investing - Help with Personal Investments
Topic: Poll for 65+ Seniors
Replies: 41
Views: 4559

Re: international stock allocation

The article can be found on their web site under January 2013 archives. To avoid quibbling over methodology, I'll rephrase my question as follows: If in fact US stock market capitalization is now about 1/3 the world market capitalization, should we revisit the international stock allocation guidelin...
by Islander
Tue Jan 29, 2013 11:57 am
 
Forum: Investing - Theory, News & General
Topic: international stock allocation
Replies: 6
Views: 559

international stock allocation

According to BeSpoke Investment Group, the US stock market capitalization as a percentage of world market capitalization is 32.7%
Im surprised it's this low. Had assumed it to be about 45%.

Does this suggest we revisit the International stock allocation guideline ie., 20% to 40% ?
by Islander
Tue Jan 29, 2013 10:17 am
 
Forum: Investing - Theory, News & General
Topic: international stock allocation
Replies: 6
Views: 559

Re: Bogleheads endorse active management

The mistake here is to assume that all active funds are the same. For example, those managed by Wellington Management, and there are a number of them at Vanguard, do not shoot for the stars and have relatively low expenses. On a personal note, I learned this the hard way investing in the late 60s in...
by Islander
Mon Jan 28, 2013 10:56 am
 
Forum: Investing - Theory, News & General
Topic: Bogleheads endorse active management
Replies: 68
Views: 3993

Re: effects of interest rate increase. duration and yield on

Midareff,

Do not understand the following; "... although the interest rate induced bond market cannot be discounted for corporates either" Please explain.
by Islander
Sun Jan 27, 2013 7:33 am
 
Forum: Investing - Theory, News & General
Topic: effects of interest rate increase. duration and yield on bon
Replies: 9
Views: 707

Re: /effects of interest rate increase. duration and yield o

Am still struggling with this. Since the difference in nominal rates of treasuries and corporates of the same maturity is greater than 0.3%, is not the M* chart and its results simply an abberation due to the 20+ year bull market in treasuries exacerbated by the more recent flight to the safety of t...
by Islander
Sat Jan 26, 2013 12:37 pm
 
Forum: Investing - Theory, News & General
Topic: effects of interest rate increase. duration and yield on bon
Replies: 9
Views: 707

effects of interest rate increase. duration and yield on bon

If interest rates increase say by i%, I assume that refers only to treasuries having a specific maturity and duration. If that's correct does yield combine with duration to impact a bond fund's NAV? Specifically, assume two treasury bond funds in different time periods. Both have same duration but o...
by Islander
Sat Jan 26, 2013 9:58 am
 
Forum: Investing - Theory, News & General
Topic: effects of interest rate increase. duration and yield on bon
Replies: 9
Views: 707

Re: Wellington and Wellesley Interest Rate Risk

It's nice to see Wellington and Wellesley receiving the acclaim they deserve.
by Islander
Fri Jan 04, 2013 3:04 pm
 
Forum: Investing - Theory, News & General
Topic: Wellington and Wellesley Interest Rate Risk
Replies: 37
Views: 5328

Re: splv vs total mkt for safety

SPLV has demonstrated its downside protection with a negative downside capture ratio which means that when the S@P 500 index went down SPLV"s share price increased. While there is no assurance this will continue, there's also none that it wont. As for outperforming the S@P,that was never the in...
by Islander
Thu Oct 18, 2012 6:54 pm
 
Forum: Investing - Theory, News & General
Topic: splv vs total mkt for safety
Replies: 42
Views: 2033

Re: Tailoring Clothes

Many years ago,I had a part-time sales job at Robert Hall Clothes, at that time a large nation-wide clothier selling low priced mens suits displayed on plain pipe racks.From time to time the regional manager would visit and assume the role of a salesman. His suit fit so well we all assumed it was an...
by Islander
Sat Sep 29, 2012 12:28 pm
 
Forum: Personal Consumer Issues
Topic: Tailoring Clothes
Replies: 30
Views: 2901

Re: Wellesley, Wellington, Three Fund Portfolio, Retirement

While YTD Wellesley has lagged all Target Retirement funds other than Target Income, over the 1,3 and 5 year existance of the latter Wellesley has outperformed them all. That's an amazing performance considering Wellesley's stock allocation is less than 38%. For a more apple to apple comparison, Wel...
by Islander
Thu Sep 13, 2012 12:17 pm
 
Forum: Personal Finance (Not Investing)
Topic: Wellesley, Wellington, Three Fund Portfolio, Retirement
Replies: 20
Views: 2688

Re: Wellington or Wellesley?

Had owned wellington fund for many years (15+) prior to retirement. Then changed to 50/50 Wellington/Wellesley.
Now in late retiement, 100% Wellesley.Both outstanding funds.The iformation you've provided changes my earlier reply to a recommenation.
by Islander
Sun Sep 09, 2012 6:13 pm
 
Forum: Investing - Theory, News & General
Topic: Wellington or Wellesley?
Replies: 31
Views: 2671

Re: Converting MF A shares to ???

Agree with Paul's answer
by Islander
Sun Sep 09, 2012 1:30 pm
 
Forum: Investing - Help with Personal Investments
Topic: Converting MF A shares to ???
Replies: 7
Views: 408

Re: Wellington or Wellesley?

Given your 30/70 portfolio, Wellesley would be the closest fit of the two funds offered.
by Islander
Sun Sep 09, 2012 12:01 pm
 
Forum: Investing - Theory, News & General
Topic: Wellington or Wellesley?
Replies: 31
Views: 2671

Re: Wellesley Income Fund

Am in late retirement and 100% invested in Wellesley Income. Earlier, it was 50/50 Wellington/Wellesley. For those with much longer time horizons, I think the LifeStrategy funds would be an excellent choice. However, as a retiree, caught in what appears to be a secular bear market, I prefer proven a...
by Islander
Fri Jul 13, 2012 5:20 pm
 
Forum: Investing - Help with Personal Investments
Topic: Wellesley Income Fund
Replies: 29
Views: 5468

Re: Vanguard Managed Funds vs Index funds

I see no contradiction within Vanguard given that the new ( and perhaps the current) CIO perceives Vanguard to be all about low-cost,disciplined investing, whether passive or active. On the other hand, there does appear to be a contradiction between this blog and Vanguard in that the former IMO tend...
by Islander
Sat Jun 23, 2012 2:46 pm
 
Forum: Investing - Theory, News & General
Topic: Vanguard Managed Funds vs Index funds
Replies: 9
Views: 1834

Re: vanguard wellesley fund

I also own Wellesley and will stay the course.What worries me are treasuries and international.
by Islander
Mon May 21, 2012 5:20 pm
 
Forum: Investing - Help with Personal Investments
Topic: vanguard wellesley fund
Replies: 22
Views: 3558

Re: Bob Brinker's radio program?

Nobody has mentioned Bob's vehement rejection of Elaine Garzarelli's mid 90s ill-fated bear market call.
by Islander
Mon Apr 30, 2012 6:16 pm
 
Forum: Investing - Theory, News & General
Topic: Bob Brinker's radio program?
Replies: 78
Views: 13015

Re: Bob Brinker

In the early years his radio program was as much about teaching as promoting his newsletter which I subscribed to for several years. I too benefited from his 2000 sell signal and by learning about no load mutual fund investing and Vanguard in particular. At Bob's urging, we loaded up ($30,000) on Se...
by Islander
Sun Apr 22, 2012 11:14 am
 
Forum: Investing - Theory, News & General
Topic: Bob Brinker
Replies: 47
Views: 6277

Re: If you could hold only one fund, which one would it be?

In addition to tax status, age would be important consideration. Perhaps up to about 50, LifeStrategy Growth or Moderate
Growth. After 50, Wellington or Wellesley for late retirees.

Disclosure: Retired 15 years, 100% invested in Wellesley.
by Islander
Sun Apr 22, 2012 10:16 am
 
Forum: Investing - Theory, News & General
Topic: If you could hold only one fund, which one would it be?
Replies: 40
Views: 2681

Re: Wellesley income fund

If the choice be Wellesley or Target Retirement Income,suggest you do a Morningstar analysis of both funds including yield, performance, and risk/reward profile. As for the turnover rate, it is very low for an actively managed fund and merely indicates that the managers are doing what they are suppo...
by Islander
Wed Apr 11, 2012 6:52 pm
 
Forum: Investing - Help with Personal Investments
Topic: Wellesley income fund
Replies: 14
Views: 1762

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