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Wellesley Treasury bond exposure?
Old 06-03-2009, 01:15 PM   #1
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Wellesley Treasury bond exposure?

Seems there's a lot of Vanguard Wellesley fans here, I have a question for you: how large a % of VWINX is in Treasury bonds (long or otherwise)? What would likely happen to the NAV of the fund if/when the Treasury bubble (if there is one) bursts?

I actually own a bit of this fund (about 8% of my pitifully underfunded portfolio), but don't seem to receive the yearly performance report from Vanguard anymore.
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Old 06-03-2009, 01:21 PM   #2
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Looking on Vanguard's site about Wellesley, it held 2.4% in Treasuries and government agency bonds as of April 30.
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Old 06-03-2009, 01:21 PM   #3
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From the Vanguard website

Wellesley bond mix (58% of total assets):

Finance 30.5%
Foreign 8.3%
Government Mortgage-Backed 9.5%
Industrial 35.1%
Other 3.6%
Treasury/Agency 2.4%
Utilities 10.6%
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Old 06-03-2009, 01:27 PM   #4
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2.4%?? Wow, I had the tiger by the tail and not the nose.

Thanks all, I obviously have no idea what I'm invested in!!
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Old 06-05-2009, 04:10 PM   #5
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If we end up with another large swipe of the bear's paw (say, to Dow 5,000) I'm buying more VWINX; imagine what the yield will be then!!
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