Recent content by Bflotom

Yes the whole folio is tax deferred

I'm looking to combine Wellesley & Wellington along with a bond fund or Wellesley and Equity Income and a bond fund. When I "M" xray: VWIAX, VEIPX and VBILX it shows 40/58/2 (cash) combination with a yield of 2.96%; when I xray: VWIAX, VWENX, and VBILX "M" shows 33/65/2 and 2.92% yield. I see...

I read Goldenmoms various portfolios and the responses; they lead me to some simple questions about my own portfolio. When I converted my 401k to an IRA a few years ago I dropped 100% into Vanguard. After some shifting and shuffle I ended up with Wellesley 50% and Wellington 50%. Last year...