Vanguard Planning and Payout Funds

WilliamG · 07-02-2008, 07:41 PM

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....

**Want2retire** · 07-02-2008, 08:37 PM

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.

huutrinon · 07-05-2008, 09:27 PM

Hi,
Please forgive my stupidity, what is 35% Wellesley? What is Wellesley which people keeps talking about? Is it one of the investment instrument? Thanks!

**REWahoo** · 07-05-2008, 09:32 PM

Wellesley is a Vanguard mutual fund.

huutrinon · 07-06-2008, 07:59 PM

Got it! Thanks!!!

CitricAcid · 07-07-2008, 09:58 AM

Wellesley is a God only worshipped on a small island in Micronesia and on the ER boards...

07-02-2008, 07:41 PM	#1
WilliamG Recycles dryer sheets Join Date: Nov 2003 Posts: 207	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....

07-02-2008, 08:37 PM	#2
Want2retire Moderator Join Date: Jan 2007 Location: New Orleans Posts: 6,061	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. __________________ Dreaming of retirement.... " - - my greatest skill has been to want but little - - " (Henry David Thoreau, in Walden)

07-05-2008, 09:32 PM	#4
REWahoo Administrator Join Date: Jun 2002 Location: Texas Hill Country Posts: 11,606	Wellesley is a Vanguard mutual fund. __________________ [Closed for renovation]

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07-05-2008, 09:27 PM	#3
huutrinon Dryer sheet wannabe Join Date: May 2007 Posts: 21	Hi, Please forgive my stupidity, what is 35% Wellesley? What is Wellesley which people keeps talking about? Is it one of the investment instrument? Thanks!

07-06-2008, 07:59 PM	#5
huutrinon Dryer sheet wannabe Join Date: May 2007 Posts: 21	Got it! Thanks!!!

07-07-2008, 09:58 AM	#6
CitricAcid Full time employment: Posting here. Join Date: May 2008 Posts: 546	Wellesley is a God only worshipped on a small island in Micronesia and on the ER boards...

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