balesfam wrote:I love the mix of companies it invest in. I also like how it behaved in 2008 on down about 10%. I assume I would not need to mix in a TIPs fund for inflation due to the stock mix.
balesfam wrote:I do like tr, does anybody know why Wellesley has a 47.5% turnover rate, and does it matter.
BigD53 wrote:I never had a problem being 100% in Wellesley. I did just that for many years. However, to satisfy my feeling that I should be a bit more "diversified", I created a simple two-fund portfolio: 50% Wellesley, and 50% Target Retirement Income.
I like the TR fund because it includes Tips, and many more different kinds of bonds. And of course lots more stocks with Total Stock Market and Total International. I don't need (or desire) to take much risk, nor do I wish to have a complicated portfolio. These two simple funds suit me just fine. Best of luck to you.
steve r wrote:balesfam wrote:I do like tr, does anybody know why Wellesley has a 47.5% turnover rate, and does it matter.
Great question. The fund should be a buy, hold and forget type fund. I am curious.
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