Does anyone know the Wellington and Wellesley equivalents at Fidelity and TRowe Price ?
The other part of my question is, presuming a 6-7 % annual return with both Wellington and Wellesley since their inception, and given a SWR of 4%, is one not "fairly safe" in utilizing these 2 funds for their lifetime withdrawl portfolios ( I recognize past performance is no guarantee of the future)?
The other part of my question is, presuming a 6-7 % annual return with both Wellington and Wellesley since their inception, and given a SWR of 4%, is one not "fairly safe" in utilizing these 2 funds for their lifetime withdrawl portfolios ( I recognize past performance is no guarantee of the future)?