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Old 04-07-2014, 11:41 PM   #21
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Urchina's Avatar
Join Date: Feb 2008
Location: Central Coast, California
Posts: 917
I just wanted to thank everyone for the discussion. It's been helpful as we assess these funds for inclusion in our portfolio. I especially appreciate the effort to compare the returns of the suggested portfolios with Wellesley/Wellington -- very helpful! Thanks!

Now, I just have to decide which one -- Wellesley or Wellington. Since we won't be all-in in either, it probably is less of a concern so long as our AA balances out at the 80/20 we're going for.
"You'd be surprised at how much it costs to look this cheap." -- Dolly Parton
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