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Old 01-05-2016, 10:50 PM   #21
Recycles dryer sheets
Join Date: Nov 2014
Posts: 133
Some portfolio pages suggest W/W can be used as very core holdings. For me, I prefer more equity diversification so don't plan to make either a significant percent of my allocation, though I do have Wellesley in my HSA. Both seem to have a great track record and are the rare example of a low-fee actively managed fund. Neither are considered tax-efficient for holding in a taxable account, if you can avoid it.

The kids used to call me Captain Slow; now they also use Captain Cheap. I tell them, "Talk to the portfolio!"
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