Search found 4 matches

by jim3
Sat Feb 10, 2018 2:16 pm
Forum: Personal Investments
Topic: Wellesley Income performance
Replies: 16
Views: 4004

Wellesley Income performance

Wellesley Income on a YTD basis is -3% versus -2% SP500. I know duration/ average maturity is longer (6/9) but is the energy overweight causing this massive underperformance (92% percentile)
by jim3
Tue May 02, 2017 2:18 pm
Forum: Personal Finance (Not Investing)
Topic: Genworth Long Term Care
Replies: 23
Views: 3609

Genworth Long Term Care

I have a Genworth long term care policy that I have been paying into for 20 years.They are raising my premium by 10%, which I can afford. But am I putting bad money into bad money because of their deteriorating financial condition.Thanks
by jim3
Wed Apr 12, 2017 12:02 pm
Forum: Investing - Theory, News & General
Topic: Merrill Lynch advisory fees
Replies: 25
Views: 5857

Merrill Lynch advisory fees

I am going to open a $1 myn IRA at Merrill Lynch; what advisory fee will I have to pay. Thanks
by jim3
Mon Apr 10, 2017 12:11 pm
Forum: Personal Investments
Topic: Asset allocation [for 4% withdrawal rate]
Replies: 6
Views: 804

Asset allocation [for 4% withdrawal rate]

I am a conservative investor ( don't want my principal to draw down more than - 10%); what asset allocation would I need to establish to withdraw rate 4%.Thanks