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Global Wellington and Wellsley funds
Old 10-18-2017, 03:38 PM   #1
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Global Wellington and Wellsley funds

Just got an email from Vanguard announcing these.

Real all-in-one approach that integrates global?



BTW anyone getting pestered to vote by VG? Emails and even a voice mail now.
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Old 10-18-2017, 03:42 PM   #2
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Here's a recent thread on the new global funds Vanguard to add Global Wellington and Global Wellesley Income Funds
Does your email say they are open for business?

As for the proxy, I voted and am still getting pestered. What a pain ..

Edit to add - I just went to the Vanguard website and see they are open for business, effective today.
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Old 10-18-2017, 03:46 PM   #3
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I too voted and have been receiving emails, voice Mail along with receiving via U. S. postal.
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Old 10-18-2017, 03:49 PM   #4
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I voted and havenít been pestered with emails or other reminders.

DW didnít vote and someone called her and she voted over the phone there and then. We donít have a cell phone registered with Vanguard so canít get text messages.
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Old 10-18-2017, 03:57 PM   #5
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There's now an article on Yahoo Finance about Vanguards push for the Proxy Votes. Something about a proposal that apparently is controversial. Imagine that.
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Old 10-18-2017, 04:35 PM   #6
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Yeah I don't recall them pestering in previous years so maybe there's an "activist" shareholder demanding seats.
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Old 10-18-2017, 05:40 PM   #7
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More on the vote:

https://www.cnbc.com/2017/09/19/reut...roxy-vote.html

No fight but there is one outside proposal.

Quote:
An additional proposal filed by activists calls on Vanguard to avoid shares in companies tied to genocide or human rights violations, reflecting how the infrequent meetings give internal critics a rare opportunity to speak up.
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Old 10-18-2017, 06:49 PM   #8
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We were pestered, BUT we have many brokerage accounts, and most of them have some Vanguard ETF/fund within them.
So I understood the pestering as one brokerage was very very slow in sending out the information, and the login was different than Vanguard. It was a mailed notice, so it was a legit different site for voting.
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Old 10-18-2017, 06:57 PM   #9
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Well, agree on the voting extraordinary pestering (but they don't have our phone #)

But can we get back on the thread topic, I for one am excited about the offering.
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Old 10-19-2017, 01:13 PM   #10
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Anyone got an opinion about the subject, "Global Wellington and Wellsley funds"?

- Skeptic
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Old 10-20-2017, 02:19 AM   #11
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Sounds like a great chance to get in on the ground floor of an exceptional opportunity.

Step right up.

Everyone's a winner, bargains galore. Act now, don't delay, the only investment you'll ever need. It's new, it's improved, it's old fashioned. Receive our free brochure.

C'mon, c'mon. Step right up. You got it buddy. The large print giveth, and the small print taketh away.
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Old 10-20-2017, 05:01 AM   #12
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These funds would only add complexity to my portfolio. I keep my equities and fixed separate which makes rebalancing a breeze. Furthermore there is nothing about the funds and their domestic counterparts that can not be duplicated.
I would need about 10 years of results before investing so I guess I'm not a potential investor anyhow.
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Old 10-20-2017, 10:14 AM   #13
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I guess it sounds good on paper if you want to get some foreign exposure.
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Old 10-20-2017, 10:34 AM   #14
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My philosophy is always to wait a while and see what happens. I do that for just about anything from the last new phone I bought to upgrading the OS on my computers. Let the other guys be on the bleeding edge. Some people enjoy the bragging rights.

I doubt the fund will close to new investors in the next few weeks or months. As much as I respect and like Vanguard, it is a new fund and thus has no history to show how reliable and profitable it might be or might not be.
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Old 10-20-2017, 06:25 PM   #15
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Mr Obvious here. Its true these funds have no track record but if they are managed by the same Wellington people that manage the domestic funds which do have a long sucessful track record then history speaks for itself. But hey if your not shopping & looking for change then thats a different story.
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Old 10-24-2017, 10:55 AM   #16
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I am planning my December rebalancing, and my portfolio is now lopsidely heavy in domestic equities, and has no international bonds.

I need to add more international stocks, and more bonds (foreign and domestic)

I already hold VG Total Intl Stock, Total Stock, and Total Bond in my non-tax-advantaged accounts. Would you just add some Total Intl Bond to those (and in what proportions) to mimic the Global W&W funds?

Or is there a balanced fund (not W&W) that has international exposure in equities and bonds? Perhaps a "fund of index funds" with lower ER than the Global W&W?

Thanks.
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Old 10-24-2017, 04:48 PM   #17
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Originally Posted by BarbWire View Post
I am planning my December rebalancing, and my portfolio is now lopsidely heavy in domestic equities, and has no international bonds.

I need to add more international stocks, and more bonds (foreign and domestic)

I already hold VG Total Intl Stock, Total Stock, and Total Bond in my non-tax-advantaged accounts. Would you just add some Total Intl Bond to those (and in what proportions) to mimic the Global W&W funds?

Or is there a balanced fund (not W&W) that has international exposure in equities and bonds? Perhaps a "fund of index funds" with lower ER than the Global W&W?

Thanks.
Have you looked at Vanguard's LifeStrategy Funds? There are 4 of them and they are different combinations of four index funds.

Vanguard Total Stock Market Index Fund Investor Shares
Vanguard Total Bond Market II Index Fund Investor Shares
Vanguard Total International Stock Index Fund Investor Shares
Vanguard Total International Bond Index Fund Investor Shares

The 4 LifeStrategy funds are -

Vanguard LifeStrategy Growth VASGX 80/20
Vanguard LifeStrategy Moderate Growth VSMGX 60/40
Vanguard LifeStrategy Conservative Growth VSCGX 40/60
Vanguard LifeStrategy Income VASIX 20/80

The expense ratios are small ( .12- .15) and you get domestic and international.

I think the LifeStrategy name makes these sound like target retirement funds but they are not.
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Old 10-25-2017, 05:42 PM   #18
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Here's a link to a Vanguard Institutional Investors page that discusses these funds. A nugget from the interview - investors should expect a 65% overlap with the Wellington and Wellesley funds. https://institutional.vanguard.com/V...lBalancedFunds
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Old 10-26-2017, 07:25 PM   #19
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Originally Posted by gcgang View Post
Sounds like a great chance to get in on the ground floor of an exceptional opportunity.

Step right up.

Everyone's a winner, bargains galore. Act now, don't delay, the only investment you'll ever need. It's new, it's improved, it's old fashioned. Receive our free brochure.

C'mon, c'mon. Step right up. You got it buddy. The large print giveth, and the small print taketh away.


A Tom Waits reference - well played!
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Old 10-30-2017, 12:58 AM   #20
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I'm in for the Globsl Wellington fund, they are holding my $ and will began the fund Nov2nd. Its a risk I am willing to take. I expect VG will manage bonds and foreign stocks better than I can.
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