View Single Post
Re: Keeping it simple
Old 05-09-2007, 05:06 PM   #11
Full time employment: Posting here.
nun's Avatar
 
Join Date: Feb 2006
Posts: 553
Quote:
Originally Posted by WilliamG
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.

Yes that's why I liked the suggestion of going with a Target fund

so 16% Vanguard Prime MM, 84% Vanguard Target Retirement 2015
nun is offline   Reply With Quote