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8 de abr. de 2014 · Currently, my wife and I are both 100% invested in Wellington fund in our Roth IRA. I chose Wellington because it's a very stable fund, that has produced good results for several decades. However, I see where some people go 50/50 with Wellington and Wellesley in their accounts, is their an advantage to using both funds vs just the one?
16 de mar. de 2019 · According to MarketWatch, only 7.8% of large-cap funds beat the S&P 500 between 2002-2017. Roughly speaking, Wellesley has been around three times that long. So the likelihood of a large cap fund beating the S&P 500 by any margin whatsoever for 45 years is .00047 (.078^3), or roughly 1 in 2,128.
4 de jun. de 2020 · Wellesley and Wellington Funds Beat the S&P 500 Since 1999. ... Back in 2017, I rolled my entire 457 account into a 401. I split W&W 50% and reinvested all the dividends and capital gains.
30 de out. de 2018 · My wife and I are very close to an early retirement (61 & 60 years old) we now have just under 2mm total in Wellesley admiral and Wellington admiral 50/50 in our IRA`S….both domestic no global. It feels right and things went well during the dip this past March.
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6 de set. de 2014 · Out of the choices given, my vote would be for Wellington/Wellesley. That said, personally I would probably go with 50/50 Wellington/LifeStrategy Conservative Growth. This combo has a similar overall asset allocation, but is more diversified and reduces manager risk. You can't really go wrong either way IMO.
26 de dez. de 2021 · The most important thing is how risky you want your portfolio. As others have said wellington is 65% stocks and wellesley 35% stocks. Wellesley has lower risk but the lower expected return. Some folks on other popular forums like a 50:50 mix of wellington and wellesley for a 50% stock to bond mix.
