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Old 08-09-2017, 10:34 AM   #141
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Originally Posted by Carpediem View Post
Are you weighted more on the Wellesley side or the Wellington side? I too have them and often question myself if I should tilt to one side or the other or go 50/50. Right now, I'm heavier on the Wellington side.
I'm weighted towards Wellesley at a ratio of 65/35.
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Old 08-09-2017, 10:57 AM   #142
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We met Mr/Mrs Wellesley/Wellington long ago. Went a different route and now have a 10 year RR at 5.6%. We enjoyed their company but said goodbye. Not sure if we fared better or worse.
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Old 08-09-2017, 11:07 AM   #143
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We met Mr/Mrs Wellesley/Wellington long ago. Went a different route and now have a 10 year RR at 5.6%. We enjoyed their company but said goodbye. Not sure if we fared better or worse.
According to Vanguard the 10 year (fee adjusted) average annual return for Admiral shares of Wellesley and Wellington is 7.1% and 7.3% respectively.
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Old 08-09-2017, 11:15 AM   #144
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Good job! I seem to remember one of them closed to new investors in the late 90's then we went Total Stock Market and starting mixing it up with different bond funds and REIT's and European. Have some individual stocks. You did well.
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