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Vanguard Planning and Payout Funds
Old 07-02-2008, 06:41 PM   #1
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Vanguard Planning and Payout Funds

Fyi, we had our annual plan review with Vanguard today and I asked about the new Payout funds. They are too new to be assimilated into their recommendations which isn't a surprise. I asked how you would incorporate one of these funds into your allocation plan and he said right now they would just "set a payout fund aside" and recommend for the rest of the portfolio; i.e., if you have a 50-50 recommended allocation, they would keep all assets NOT in a Payout fund at 50-50. They are not really pitching these products yet until there is more track record.

Yeah, I still like our 35% Wellesley....

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Old 07-02-2008, 07:37 PM   #2
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I like my 30% Wellesley, too. After watching the Dow sinking, it was really reassuring to get that nice dividend recently.

I think the Managed Payout Funds will have their place, but maybe not in my portfolio just yet.

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Old 07-05-2008, 08:27 PM   #3
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Please forgive my stupidity, what is 35% Wellesley? What is Wellesley which people keeps talking about? Is it one of the investment instrument? Thanks!
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Old 07-05-2008, 08:32 PM   #4
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Wellesley is a Vanguard mutual fund.
Numbers is hard.

Retired in 2005 at age 58, no pension

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Old 07-06-2008, 06:59 PM   #5
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Got it! Thanks!!!
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Old 07-07-2008, 08:58 AM   #6
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Wellesley is a God only worshipped on a small island in Micronesia and on the ER boards...

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