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WilliamG · 05-09-2007, 04:31 PM

none, I love Wellesley and have it at almost 20% in our portfolio. However, CT's point about depending on one management team is very valid. This would make me a little wary to hold 84%. By adding one more fund, you could balance indexed with managed and also add some good diversification.

Adding a Vanguard Lifestrategy or Target fund for part of the Wellesley allocation (determined by the overall equity allocation you feel comfortable with) is something I would consider. Both give more exposure to non-value US stock and international stock. Target funds also have a little TIPS exposure.

05-09-2007, 04:31 PM	#10
WilliamG Recycles dryer sheets Join Date: Nov 2003 Location: Charlotte Posts: 254	none, I love Wellesley and have it at almost 20% in our portfolio. However, CT's point about depending on one management team is very valid. This would make me a little wary to hold 84%. By adding one more fund, you could balance indexed with managed and also add some good diversification. Adding a Vanguard Lifestrategy or Target fund for part of the Wellesley allocation (determined by the overall equity allocation you feel comfortable with) is something I would consider. Both give more exposure to non-value US stock and international stock. Target funds also have a little TIPS exposure.