Wellesley Recommendation

[Marcretire]

Vanguard Wellesley : Shelter From The Storm

[Dawg52]

Psssst......Unclemick will be along shortly.

[bbbamI]

heh heh heh

[FIREd]

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.

[yakers]

DW's IRA is in Wellesley, not planning any changes. We will began withdrawing dividends in 2010 and hope it lasts forever.