Have a question about your personal investments? No matter how simple or complex, you can ask it here.
Would it be possible to construct a portfolio of Index fund ETFs that would be imitate the Wellesley fund as far as holdings ?
I own a lot of Wellesley and the only thing about it that causes me to pause is the active management. So I was curious if this was possible.
- Posts: 1385
- Joined: 10 Oct 2008
- Location: Houston, Texas
I think one could come close, but would not be able to exactly duplicate that fund.
One could also use folioFN to get the exact published stocks that Wellesley has. The bonds would be practically impossible.
It's all about short-term opportunistic rebalancing due to a short-term change in one's asset allocation, uh, I mean opportunistic rebalancing, uh I mean rebalancing, uh I mean market timing.
- Posts: 30873
- Joined: 1 Mar 2007
Using 40% Vanguard High Dividend Yield (VYM) and 60% Vanguard Intermediate-Term Corporate (VCIT) would seem to fit the objectives of the Wellesley Fund.
- Posts: 225
- Joined: 26 Jun 2013
Return to Investing - Help with Personal Investments
Who is online
Users browsing this forum: BL, CrowTRobot, d0gerz, dziuniek, Flashes1, froggy, Google [Bot], letsgobobby, lilyquinn, MSNbot Media, nedsaid, supernova, The Wizard and 69 guests