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Re: Keeping it simple
Old 05-08-2007, 01:09 PM   #4
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Join Date: May 2005
Location: DFW
Posts: 6,334
Quote:
Originally Posted by none
If you need 4% after tax from your investments to be comfortable in retirement would the following simple portfolio work

Vanguard Prime MM 16% (4 year cash bucket)
Wellesley Income Fund 84 % (before and after tax funds)
For a long retirement, this portfolio might lag inflation.
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