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Wellesley Recommendation
Old 02-22-2009, 09:17 AM   #1
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Wellesley Recommendation

Vanguard Wellesley : Shelter From The Storm

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Old 02-22-2009, 09:42 AM   #2
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Old 02-22-2009, 09:43 AM   #3
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heh heh heh
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Old 02-22-2009, 10:52 AM   #4
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Interesting to note that Wellesley hasn't done so well since the beginning of the year.

Wellesley YTD: -7.45% (35% stocks / 65% bonds), which seems in line with the expected return for similar asset allocations (large value stocks are down about 20% YTD and intermediate term corporate bonds are pretty much flat).
Compare that to its cousin:
Wellington YTD: -8.96% (65% stocks / 35% bonds)

Wellington seems to have outperformed Wellesley quite markedly.
42 y/o, married, retirement portfolio = 43 x annual expenses
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Old 02-23-2009, 08:08 AM   #5
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DW's IRA is in Wellesley, not planning any changes. We will began withdrawing dividends in 2010 and hope it lasts forever.
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