You will note that through Labor Day, LifeStrategy is out-performing Wellesley, which is seldom the case. Randomness of Markets! Randomness of Markets!Wellesley Admiral (VWIAX)
ten-year return: 6.90%
five-year return: 6.44%
three-year return: 14.64%
one-year return: 11.02%
YTD: 3.49%
p/e: 13.62x
bond wght: 58.6%
equity wght: 39%
LifeStrategy Conservative Growth
ten-year return: 4.92%
five-year return: 3.04%
three-year return: 12.38%
one-year return: 3.63%
YTD: 4.53%
p/e: 13.06x
bond wght: 54.16%
equity wght: 39.55%
http://www.macroaxis.com/invest/compare/VWIAX,VSCGX
http://finance.yahoo.com/q/bc?s=VWIAX&t ... =l&c=vscgx
I own a goodly slug of Wellesley Admiral (18 basis points vs. Lifestrategy's 15 basis points). My plan is to increase it somewhat on retirement, up to about 8% of the total portfolio. I flirted with the idea of maybe switching to LS Conservative Growth, but think I'll stick to the original plan, even though the equity and bond bets are more concentrated.