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Old 10-13-2014, 06:48 PM   #21
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33% of my liquid NW in Wellesley as well. But I keep searching for an index MF investment that will do as well just because... I don't like having so many of my eggs in one actively managed basket. But I haven't found it yet. Vanguard's index funds counterparts (Target Retirement Income and Life Strategy Conservative Fund) simply do not do as well over time. If there ever is/was an argument for active management vs index it would have to be the Wellesley/Wellington one.
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Old 10-13-2014, 09:23 PM   #22
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IMO the fed isn't about to raise interest rates while the stock market is in decline. You probably won't lose money in bonds and stocks at the same time.

Look at recent market action. High yield stocks like utilities ave held up much better than average.


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Old 10-14-2014, 02:07 PM   #23
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I have ~ 16% in a combination of Wellesley and Wellington. I am a little surprised at some of the high allocations mentioned in this thread. I have always had a general rule of thumb to invest no more than 10% in any one fund, and I'm probably pushing that due to the overlap between Wellesley and Wellington.
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Old 10-14-2014, 02:19 PM   #24
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Quote:
Originally Posted by DFW_M5 View Post
I have always had a general rule of thumb to invest no more than 10% in any one fund, and I'm probably pushing that due to the overlap between Wellesley and Wellington.
Have you cross-checked what each of your funds own? Could be you have more even more overlaps than you know.
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Old 10-14-2014, 05:01 PM   #25
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Have you cross-checked what each of your funds own? Could be you have more even more overlaps than you know.
Yes, and there is some elsewhere, but nothing close to some of %s mentioned in this thread.
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Old 10-15-2014, 04:16 PM   #26
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Started building a long term position in this one today. Its tough though, as this things moves like a rock. LOL LOL
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