Marcretire
Dryer sheet aficionado
- Joined
- May 8, 2008
- Messages
- 32
Wellesley Recommendation
- Thread starter Marcretire
- Start date
Dawg52
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Psssst......Unclemick will be along shortly.
bbbamI
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
heh heh heh
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.
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
Thinks s/he gets paid by the post
DW's IRA is in Wellesley, not planning any changes. We will began withdrawing dividends in 2010 and hope it lasts forever.
