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Old 09-06-2020, 11:31 AM   #41
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Originally Posted by MarieIG View Post
I will be rolling the non-Roth portion of my 401(k) out of my company plan over to Vanguard the beginning of the new year.

I will be considering whether to make Wellesley one of the funds in the IRA.
Maybe come combination:
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Old 09-06-2020, 11:37 AM   #42
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Originally Posted by eroscott View Post
Maybe come combination:
Thank you. (I actually bought a little bit of Wellington in my taxable account just to look at it.)
Use it up, wear it out, make it do or do without.
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Old 09-06-2020, 02:59 PM   #43
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I did the same and if you roll over your dividends and capitol gains it will really grow fast. It also falls much less in a bad bear market.
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Old 09-12-2020, 02:57 PM   #44
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Originally Posted by Ncc1701 View Post
For a Conservative bucket, I am using:

SWAN 30%
SPHQ 10%
ACWV 10%

Originally Posted by Badger View Post
Wellington and about a dozen individual stocks.

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